WoodTrust Financial’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
$349K Sell
2025
Q1
$357K Sell
2024
Q4
$500K Hold
2024
Q3
$507K Sell
2024
Q2
$569K Buy
2024
Q1
Sell
2023
Q4
$623K Buy
2023
Q3
$300K Buy
2020
Q4
Sell
2020
Q3
$418K Buy