Bright Financial 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	$9.78M	Buy	89,476 +367	+0.4%	+$40.1K	5.43%	5
2025 Q1	$9.32M	Buy	89,109 +3,627	+4%	+$379K	5.72%	5
2024 Q4	$9.85M	Buy	85,482 +2,091	+3%	+$241K	6.19%	5
2024 Q3	$9.75M	Buy	83,391 +1,657	+2%	+$194K	6.2%	5
2024 Q2	$8.72M	Buy	+81,734	New	+$8.72M	6.15%	5