Chokshi & Queen 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	–	Sell	-3,014	Closed	-$315K	–	55
2025 Q1	$315K	Sell	3,014 -1,259	-29%	-$132K	0.19%	40
2024 Q4	$492K	Buy	+4,273	New	+$492K	0.31%	30