Navigoe 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	$40K	Sell	375 -28	-7%	-$2.99K	0.03%	71
2025 Q1	$42K	Buy	403 +28	+7%	+$2.92K	0.04%	68
2024 Q4	$43K	Buy	+375	New	+$43K	0.04%	68