Columbia Advisory 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	$386K	Buy	+3,536	New	+$386K	0.29%	52
2023 Q2	–	Sell	-3,174	Closed	-$307K	–	60
2023 Q1	$307K	Buy	3,174 +3	+0.1%	+$290	0.29%	45
2022 Q4	$300K	Buy	+3,171	New	+$300K	0.29%	41