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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$369K Sell
2025
Q2
$358K Hold
2025
Q1
$342K Buy
2024
Q4
$376K Buy
2024
Q3
$383K Hold
2024
Q2
$348K Buy