1 North Wealth Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

1 North Wealth Services’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$984	Hold
2025 Q1	$941	Buy
2019 Q4	$1.93M	Buy
2019 Q3	$1.74M	Buy
2019 Q1	$1.64M	Sell
2018 Q4	$1.98M	Buy