Retirement Guys Formula’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
14,760
+603
+4% +$65.8K 0.61% 60
2025
Q1
$1.48M Buy
14,157
+622
+5% +$65K 0.73% 48
2024
Q4
$1.56M Sell
13,535
-4,362
-24% -$503K 0.79% 41
2024
Q3
$2.09M Sell
17,897
-202
-1% -$23.6K 0.97% 27
2024
Q2
$1.93M Buy
+18,099
New +$1.93M 0.93% 30