Aegis Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,770	Closed	-$499K	–	116
2025 Q1	$499K	Buy	+4,770	New	+$499K	0.29%	60