Innovative Wealth Building’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	$2.79M	Sell	25,547 -1,304	-5%	-$143K	2.31%	12
2025 Q1	$2.81M	Sell	26,851 -687	-2%	-$71.8K	2.59%	13
2024 Q4	$3.17M	Buy	+27,538	New	+$3.17M	2.87%	11