Heritage Family Offices’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	$305K	Hold	2,937	–	–	0.15%	123
2025 Q1	$307K	Buy	2,937 +3	+0.1%	+$314	0.16%	121
2024 Q4	$338K	Buy	2,934 +3	+0.1%	+$346	0.17%	116
2024 Q3	$343K	Sell	2,931 -39	-1%	-$4.56K	0.18%	118
2024 Q2	$317K	Buy	+2,970	New	+$317K	0.18%	112