Diversify 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	$326K	Sell	2,853 -245	-8%	-$28K	0.02%	441
2025 Q1	$312K	Sell	3,098 -452	-13%	-$45.6K	0.02%	430
2024 Q4	$401K	Buy	3,550 +621	+21%	+$70.2K	0.03%	381
2024 Q3	$336K	Buy	+2,929	New	+$336K	0.03%	375