Windsor Advisory Group’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
Sell
2025
Q2
$64.4K Buy
2025
Q1
$44.4K Sell
2024
Q4
$805K Buy
2024
Q3
$714K Buy
2023
Q2
Sell
2023
Q1
$70.1K Hold
2022
Q4
$68.7K Buy