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Stack Financial Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-478,820
Closed -$51.1M 49
2024
Q2
$51.1M Sell
478,820
-195
-0% -$20.8K 4.73% 3
2024
Q1
$52.9M Buy
+479,015
New +$52.9M 4.86% 3