AssuredPartners Investment Advisors’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	$1.01M	Sell	9,244 -1,099	-11%	-$120K	0.25%	72
2025 Q1	$1.08M	Buy	10,343 +319	+3%	+$33.4K	0.21%	121
2024 Q4	$1.15M	Buy	+10,024	New	+$1.15M	0.23%	109