United Advisor Group’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	$2.71M	Buy	24,819 +2,593	+12%	+$283K	0.47%	59
2025 Q1	$2.32M	Buy	22,226 +2,659	+14%	+$278K	0.48%	57
2024 Q4	$2.25M	Buy	19,567 +15,545	+386%	+$1.79M	0.45%	56
2024 Q3	$470K	Buy	4,022 +1,916	+91%	+$224K	0.11%	199
2024 Q2	$225K	Buy	+2,106	New	+$225K	0.07%	242