Keyvantage Wealth’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	$763K	Sell	6,981 -537	-7%	-$58.7K	0.34%	37
2025 Q1	$786K	Sell	7,518 -15,307	-67%	-$1.6M	0.38%	38
2024 Q4	$2.63M	Buy	+22,825	New	+$2.63M	1.88%	15