Sterling Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Sterling Wealth Management, Inc.

$293 Billion
Q2 2025

A detailed history of Sterling Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 2,396 shares of IJR stock, worth $287,711. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,396

Previous 4,508 46.85%

Holding current value

$287,711

Previous $519 Million 49.57%

% of portfolio

0.09%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$90.56 - $109.49 $191,262 - $231,242	-2,112 Reduced 46.85%	2,396 $262 Million
Q4 2024 Feb 14, 2025	SELL	$113.92 - $127.38 $25,632 - $28,660	-225 Reduced 4.75%	4,508 $519 Million
Q3 2024 Nov 14, 2024	SELL	$105.53 - $118.34 $25,221 - $28,283	-239 Reduced 4.81%	4,733 $554 Million
Q2 2024 Aug 14, 2024	SELL	$102.13 - $110.88 $16,442 - $17,851	-161 Reduced 3.14%	4,972 $530 Million
Q1 2024 May 15, 2024	BUY	$102.35 - $110.52 $38,790 - $41,887	379 Added 7.97%	5,133 $567 Million
Q4 2023 Feb 14, 2024	BUY	$87.61 - $110.11 $416,497 - $523,462	4,754 New	4,754 $515 Million

Others Institutions Holding IJR

# of Institutions

2,829

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Sterling Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History