Latko 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 Q2	$5.92M	Buy	54,125 +4,680	+9%	+$511K	3.33%	9
2025 Q1	$5.17M	Sell	49,445 -100	-0.2%	-$10.5K	3.35%	9
2024 Q4	$5.71M	Buy	49,545 +583	+1%	+$67.2K	3.38%	9
2024 Q3	$5.73M	Buy	+48,962	New	+$5.73M	3.47%	9