Kestra Investment 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	-2,565	Closed	-$296K	–	1180
2024 Q4	$296K	Sell	2,565 -225	-8%	-$25.9K	0.01%	302
2024 Q3	$326K	Buy	+2,790	New	+$326K	0.01%	261