Simplicity Wealth’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
$4.79M Sell
2025
Q2
$5.35M Sell
2025
Q1
$5.27M Buy
2024
Q4
$5.31M Sell
2024
Q3
$5.79M Sell
2024
Q2
$23.7M Buy
2024
Q1
$24.1M Buy
2023
Q4
$311K Buy
2023
Q1
Sell
2022
Q4
$391K Buy