Foundation Wealth Management (Pennsylvania)’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	$2.54M	Sell	23,209 -1,750	-7%	-$191K	1.1%	28
2025 Q1	$2.61M	Sell	24,959 -153	-0.6%	-$16K	1.24%	26
2024 Q4	$2.89M	Buy	+25,112	New	+$2.89M	1.4%	23