Elios Financial Group’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	$648K	Buy	5,934 +3	+0.1%	+$328	0.29%	69
2025 Q1	$620K	Buy	5,931 +2	+0%	+$209	0.31%	60
2024 Q4	$683K	Buy	5,929 +7	+0.1%	+$807	0.32%	59
2024 Q3	$693K	Buy	+5,922	New	+$693K	0.32%	59