Mattson Financial Services’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	-272	Closed	-$28.4K	–	245
2025 Q1	$28.4K	Buy	272 +86	+46%	+$8.99K	0.01%	209
2024 Q4	$21.8K	Buy	186 +31	+20%	+$3.63K	0.01%	221
2024 Q3	$16.5K	Hold	155	–	–	0.01%	195
2024 Q2	$16.5K	Buy	+155	New	+$16.5K	0.01%	195