Milestone Asset 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	–	Sell	-4,009	Closed	-$419K	–	222
2025 Q1	$419K	Sell	4,009 -10,350	-72%	-$1.08M	0.09%	154
2024 Q4	$1.65M	Buy	14,359 +10,501	+272%	+$1.21M	0.36%	74
2024 Q3	$451K	Buy	+3,858	New	+$451K	0.1%	143