Compass Financial Services’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	$52.5K	Buy	480 +1	+0.2%	+$109	0.03%	89
2025 Q1	$50K	Buy	479 +410	+594%	+$42.8K	0.03%	80
2024 Q4	$7.98K	Buy	+69	New	+$7.98K	﹤0.01%	145