Edge Financial 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 Q2	$1.5M	Sell	13,686 -663	-5%	-$72.9K	0.79%	27
2025 Q1	$1.5M	Buy	14,349 +4,364	+44%	+$456K	0.95%	20
2024 Q4	$1.15M	Buy	9,985 +94	+1%	+$10.8K	1.03%	35
2024 Q3	$1.16M	Buy	+9,891	New	+$1.16M	1.03%	36
2024 Q1	$1.12M	Buy	+10,191	New	+$1.12M	0.98%	32