Burling Wealth Partners’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	$13.9M	Sell	127,202 -1,463	-1%	-$160K	2.57%	9
2025 Q1	$13.5M	Sell	128,665 -3,089	-2%	-$323K	2.83%	7
2024 Q4	$15.2M	Buy	+131,754	New	+$15.2M	3.1%	6