Tyler-Stone 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
Q2
$1.23M Sell
2025
Q1
$1.2M Buy
2024
Q4
$1.22M Buy
2024
Q3
$1.22M Buy
2024
Q2
$518K Buy
2024
Q1
$440K Buy
2023
Q4
$398K Buy
2023
Q3
$339K Buy
2023
Q2
$348K Buy
2022
Q4
$304K Buy
2022
Q3
$269K Buy
2022
Q2
$272K Buy
2022
Q1
$298K Buy
2021
Q4
$305K Buy