Lifelong Wealth Advisors’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	$316K	Sell	2,893 -38	-1%	-$4.15K	0.1%	57
2025 Q1	$307K	Sell	2,931 -505	-15%	-$52.8K	0.14%	49
2024 Q4	$396K	Buy	+3,436	New	+$396K	0.18%	42