Tobias Financial 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
Sell
-2,143
Closed -$224K 124
2025
Q1
$224K Buy
+2,143
New +$224K 0.04% 106
2020
Q1
Sell
-741
Closed -$62K 156
2019
Q4
$62K Buy
+741
New +$62K 0.04% 89