Retirement Guys Formula LLC Ishares Core S&P Sm Cap ETF Transaction History

Retirement Guys Formula LLC

$209 Million
Q4 2025

A detailed history of Retirement Guys Formula LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Retirement Guys Formula LLC holds 15,476 shares of IJR stock, worth $1.81 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

15,476

Previous 15,129 2.29%

Holding current value

$1.81 Million

Previous $1.8 Million 0.61%

% of portfolio

0.86%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$114.27 - $121.15 $39,651 - $42,039	347 Added 2.29%	15,476 $1.81 Million
Q3 2025 Oct 21, 2025	BUY	$108.46 - $120.63 $40,021 - $44,512	369 Added 2.5%	15,129 $1.8 Million
Q2 2025 Jul 15, 2025	BUY	$90.56 - $109.49 $54,607 - $66,022	603 Added 4.26%	14,760 $1.61 Million
Q1 2025 Apr 23, 2025	BUY	$102.49 - $119.96 $63,748 - $74,615	622 Added 4.6%	14,157 $1.48 Million
Q4 2024 Jan 29, 2025	SELL	$113.92 - $127.38 $496,919 - $555,631	-4,362 Reduced 24.37%	13,535 $1.56 Million

Q3 2024 Oct 21, 2024	SELL	$105.53 - $118.34 $21,317 - $23,904	-202 Reduced 1.12%	17,897 $2.09 Million
Q2 2024 Aug 01, 2024	BUY	$102.13 - $110.88 $1.85 Million - $2.01 Million	18,099 New	18,099 $1.93 Million

Others Institutions Holding IJR

# of Institutions

2,920

Shares Held

539M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Retirement Guys Formula LLC Ishares Core S&P Sm Cap ETF Transaction History