North Berkeley 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	$1.8M	Buy	16,434 +3,298	+25%	+$360K	1.65%	11
2025 Q1	$1.37M	Buy	13,136 +696	+6%	+$72.8K	1.43%	13
2024 Q4	$1.43M	Buy	+12,440	New	+$1.43M	1.46%	12