Montis Financial’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	$2.69M	Buy	24,641 +228	+0.9%	+$24.9K	0.75%	23
2025 Q1	$2.55M	Sell	24,413 -6,551	-21%	-$685K	0.75%	23
2024 Q4	$3.57M	Sell	30,964 -14,404	-32%	-$1.66M	1.1%	21
2024 Q3	$5.31M	Buy	+45,368	New	+$5.31M	1.89%	14