Aspetuck Financial 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	$4.91M	Sell	44,919 -323	-0.7%	-$35.3K	3.7%	5
2025 Q1	$4.73M	Sell	45,242 -3,469	-7%	-$363K	4.07%	4
2024 Q4	$5.61M	Buy	+48,711	New	+$5.61M	4.37%	4