DKM 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	$423K	Sell	3,870 -816	-17%	-$89.2K	0.36%	33
2025 Q1	$490K	Sell	4,686 -154	-3%	-$16.1K	0.48%	26
2024 Q4	$558K	Buy	+4,840	New	+$558K	0.53%	23