Tandem Investment Partners’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
$974K Sell
8,910
-110
-1% -$12K 0.85% 30
2025
Q1
$943K Sell
9,020
-540
-6% -$56.5K 0.93% 27
2024
Q4
$1.1M Buy
+9,560
New +$1.1M 1.05% 23