Rollins Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$471K Buy
2025
Q2
$318K Buy
2025
Q1
$243K Sell
2024
Q4
$312K Buy
2024
Q3
$311K Buy
2024
Q2
$227K Sell
2024
Q1
$426K Sell
2023
Q4
$459K Buy