FORM Wealth 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
$24.7M Buy
225,917
+38,468
+21% +$4.2M 2.99% 10
2025
Q1
$19.6M Buy
+187,449
New +$19.6M 2.66% 12