Ruggaard & Associates’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
Q2
$246K Sell
2025
Q1
$488K Sell
2024
Q4
$539K Sell
2024
Q3
$566K Sell
2024
Q2
$559K Sell
2024
Q1
$606K Hold
2023
Q4
$594K Sell
2023
Q3
$541K Hold
2023
Q2
$572K Sell
2023
Q1
$564K Buy