Coordinated 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	$1.05M	Buy	9,615 +128	+1%	+$14K	0.73%	41
2025 Q1	$992K	Buy	9,487 +285	+3%	+$29.8K	0.76%	40
2024 Q4	$1.06M	Buy	+9,202	New	+$1.06M	0.83%	34
2024 Q2	$848K	Sell	7,951 -116	-1%	-$12.4K	0.73%	39
2024 Q1	$892K	Buy	+8,067	New	+$892K	0.78%	38