Douglass Winthrop Advisors’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 Q1	–	Sell	-3,402	Closed	-$392K	–	290
2024 Q4	$392K	Buy	3,402 +279	+9%	+$32.1K	0.01%	226
2024 Q3	$365K	Buy	+3,123	New	+$365K	0.01%	223