Heritage Wealth Management (Ohio)’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	$215K	Sell	1,969 -12	-0.6%	-$1.31K	0.07%	223
2025 Q1	$207K	Buy	1,981 +205	+12%	+$21.4K	0.07%	219
2024 Q4	$205K	Buy	1,776 +5	+0.3%	+$576	0.07%	223
2024 Q3	$207K	Buy	+1,771	New	+$207K	0.07%	222