Integris 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 Q1	–	Sell	-1,743	Closed	-$201K	–	107
2024 Q4	$201K	Hold	1,743	–	–	0.06%	103
2024 Q3	$204K	Buy	+1,743	New	+$204K	0.06%	101