Daymark Wealth Partners’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	$389K	Buy	3,561 +204	+6%	+$22.3K	0.01%	403
2025 Q1	$351K	Buy	3,357 +4	+0.1%	+$418	0.02%	385
2024 Q4	$386K	Sell	3,353 -132	-4%	-$15.2K	0.02%	366
2024 Q3	$408K	Buy	3,485 +13	+0.4%	+$1.52K	0.02%	373
2024 Q2	$370K	Buy	+3,472	New	+$370K	0.02%	367