Safeguard Financial’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
Q1
$422K Sell
2024
Q4
$476K Buy
2024
Q3
$426K Sell
2024
Q2
$400K Buy
2024
Q1
Sell
2023
Q4
$212K Buy
2023
Q3
Sell
2023
Q2
$190K Sell
2023
Q1
$243K Sell
2022
Q4
$269K Buy