Sylvest 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
$8.87M Buy
81,192
+1,590
+2% +$174K 5.11% 8
2025
Q1
$8.32M Buy
79,602
+3,849
+5% +$402K 5.2% 6
2024
Q4
$8.73M Buy
+75,753
New +$8.73M 5.37% 7