Valued Wealth Advisors’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
Q3
$228K Hold
2025
Q2
$210K Buy
2025
Q1
$199K Hold
2024
Q4
$220K Buy
2024
Q3
$219K Hold
2024
Q2
$200K Hold
2024
Q1
$207K Buy
2023
Q4
$175K Buy