Ball & Co 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	-512	Closed	-$53K	–	72
2025 Q1	$53K	Sell	512 -35	-6%	-$3.62K	0.06%	29
2024 Q4	$63K	Buy	+547	New	+$63K	0.05%	30