Global Wealth Management’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	$9.9M	Sell	87,477 -9,636	-10%	-$1.09M	5.43%	7
2025 Q1	$10.2M	Sell	97,113 -3,521	-3%	-$368K	5.86%	7
2024 Q4	$11.6M	Sell	100,634 -2,319	-2%	-$267K	7.4%	6
2024 Q3	$12M	Buy	+102,953	New	+$12M	8.15%	6