Wiser Advisor 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
Q2
$382K Sell
2025
Q1
$368K Sell
2024
Q4
$417K Buy
2024
Q3
$419K Buy
2024
Q2
$380K Buy
2024
Q1
$381K Buy
2023
Q4
$372K Buy