Clayton Financial Group’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	-2,501	Closed	-$261K	–	60
2025 Q1	$261K	Sell	2,501 -32	-1%	-$3.35K	0.1%	96
2024 Q4	$292K	Buy	2,533 +16	+0.6%	+$1.84K	0.11%	89
2024 Q3	$294K	Buy	+2,517	New	+$294K	0.11%	88