Sterling 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
Q3
$264K Sell
2025
Q2
$262K Buy
2024
Q4
$519K Sell
2024
Q3
$554K Sell
2024
Q2
$530K Sell
2024
Q1
$567K Buy
2023
Q4
$515K Buy