Grant Private 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	–	Sell	-4,898	Closed	-$512K	–	100
2025 Q1	$512K	Buy	4,898 +100	+2%	+$10.5K	0.55%	52
2024 Q4	$553K	Buy	+4,798	New	+$553K	0.6%	41