Copia Wealth Management’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	$263K	Hold	2,404	–	–	0.22%	82
2025 Q1	$251K	Buy	2,404 +115	+5%	+$12K	0.23%	78
2024 Q4	$264K	Buy	+2,289	New	+$264K	0.25%	72