EnRich Financial Partners’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	-1,633	Closed	-$188K	–	134
2024 Q4	$188K	Sell	1,633 -2	-0.1%	-$230	0.06%	58
2024 Q3	$191K	Hold	1,635	–	–	0.06%	55
2024 Q2	$174K	Buy	+1,635	New	+$174K	0.06%	56