Cove Private Wealth’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	$477K	Buy	4,365 +680	+18%	+$74.3K	0.17%	103
2025 Q1	$385K	Buy	3,685 +1,200	+48%	+$125K	0.2%	97
2024 Q4	$286K	Buy	+2,485	New	+$286K	0.17%	93