Compass Planning Associates’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	$230K	Buy	2,103 +400	+23%	+$43.7K	0.21%	34
2025 Q1	$178K	Buy	1,703 +314	+23%	+$32.8K	0.18%	37
2024 Q4	$160K	Buy	+1,389	New	+$160K	0.16%	37