Syverson Strege & Co’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
Q1
Sell
2024
Q4
$216K Buy
2024
Q3
$206K Buy
2023
Q2
Sell
2023
Q1
$282K Hold
2022
Q4
$276K Hold
2022
Q3
$254K Hold
2022
Q2
$269K Hold
2022
Q1
$315K Hold
2021
Q4
$334K Hold
2021
Q3
$318K Hold
2021
Q2
$329K Hold
2021
Q1
$316K Hold
2020
Q4
$268K Buy