SoundView Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.41M Buy
86,117
+2,570
+3% +$281K 3.47% 8
2025
Q1
$8.74M Sell
83,547
-3,236
-4% -$338K 3.6% 8
2024
Q4
$10M Buy
+86,783
New +$10M 4.12% 7