Flywheel Private Wealth’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	$627K	Sell	5,738 -400	-7%	-$43.7K	0.5%	31
2025 Q1	$642K	Sell	6,138 -562	-8%	-$58.8K	0.59%	30
2024 Q4	$772K	Buy	+6,700	New	+$772K	0.71%	26