SilverOak Wealth Management’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
$41M Buy
2025
Q1
$38.6M Buy
2024
Q4
$40.2M Buy
2024
Q3
$39M Buy
2024
Q2
$34.5M Buy
2024
Q1
$34.7M Buy
2023
Q4
$32.8M Buy