William Howard & Co Financial Advisors’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
$358K Hold
3,271
0.31% 37
2025
Q1
$342K Buy
3,271
+1
+0% +$105 0.32% 35
2024
Q4
$376K Buy
3,270
+1
+0% +$115 0.34% 35
2024
Q3
$383K Hold
3,269
0.33% 34
2024
Q2
$348K Buy
+3,269
New +$348K 0.32% 34