Centricity 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	$756K	Sell	6,913 -520	-7%	-$56.8K	0.6%	34
2025 Q1	$777K	Buy	7,433 +250	+3%	+$26.1K	0.71%	28
2024 Q4	$828K	Buy	+7,183	New	+$828K	0.77%	26