Wallace Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wallace Advisory Group’s Portfolio IJR Stock Details IJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$299K	Hold
2025 Q2	$287K	Hold
2025 Q1	$316K	Hold
2024 Q4	$320K	Hold
2024 Q3	$292K	Hold
2024 Q2	$292K	Hold
2024 Q1	$297K	Hold
2023 Q4	$258K	Hold
2023 Q3	$273K	Buy