Waterloo Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Waterloo Capital’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.1M	Buy
2025 Q2	$1.01M	Sell
2025 Q1	$1.13M	Buy
2024 Q4	$1.17M	Sell
2024 Q3	$1.23M	Sell
2024 Q2	$1.24M	Buy
2024 Q1	$1.26M	Sell
2023 Q4	$1.62M	Buy
2023 Q2	–	Sell
2023 Q1	$260K	Buy