Mowery & Schoenfeld Wealth 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	$5.75K	Sell	53 -1,397	-96%	-$152K	0.01%	265
2025 Q1	$152K	Buy	+1,450	New	+$152K	0.3%	59