Magnolia Private 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	–	Sell	-1,979	Closed	-$207K	–	107
2025 Q1	$207K	Hold	1,979	–	–	0.17%	107
2024 Q4	$228K	Buy	+1,979	New	+$228K	0.2%	99