Blue Zone Wealth 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	$259K	Buy	2,371 +69	+3%	+$7.54K	0.06%	96
2025 Q1	$241K	Buy	+2,302	New	+$241K	0.07%	94
2020 Q1	–	Sell	-14,841	Closed	-$1.24M	–	50
2019 Q4	$1.24M	Buy	+14,841	New	+$1.24M	0.8%	22