Sard Wealth Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sard Wealth Management Group’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.43M	Buy
2025 Q2	$7.66M	Buy
2025 Q1	$7.11M	Buy
2024 Q4	$7.58M	Buy
2024 Q3	$7.52M	Buy
2024 Q2	$6.8M	Buy