Stonehaven Wealth & Tax Solutions, LLC Ishares Core S&P Sm Cap ETF Transaction History

Stonehaven Wealth & Tax Solutions, LLC

$108 Billion
Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 4,664 shares of IJR stock, worth $544,988. This represents 0.51% of its overall portfolio holdings.

Number of Shares

4,664

Previous 4,361 6.95%

Holding current value

$544,988

Previous $477 Million 16.28%

% of portfolio

0.51%

Previous 0.47%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$108.46 - $120.63 $32,863 - $36,550	303 Added 6.95%	4,664 $554 Million
Q2 2025 Aug 14, 2025	BUY	$90.56 - $109.49 $15,938 - $19,270	176 Added 4.21%	4,361 $477 Million
Q1 2025 May 15, 2025	BUY	$102.49 - $119.96 $97,570 - $114,201	952 Added 29.45%	4,185 $438 Million
Q4 2024 Feb 13, 2025	BUY	$113.92 - $127.38 $368,303 - $411,819	3,233 New	3,233 $373 Million

Others Institutions Holding IJR

# of Institutions

2,881

Shares Held

537M

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

More about IJR

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Stonehaven Wealth & Tax Solutions, LLC Ishares Core S&P Sm Cap ETF Transaction History