CVFG LLC’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	$409K	Sell	3,745 -9	-0.2%	-$984	0.32%	65
2025 Q1	$393K	Sell	3,754 -294	-7%	-$30.7K	0.36%	61
2024 Q4	$466K	Buy	+4,048	New	+$466K	0.43%	56