Sterling Investment 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
Q3
$336K Sell
2025
Q2
$325K Sell
2025
Q1
$323K Sell
2024
Q4
$370K Buy
2022
Q2
Sell
2022
Q1
$203K Hold
2021
Q4
$216K Buy
2018
Q4
Sell
2018
Q3
$214K Buy