Northeast Planning Associates NH’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	$204K	Sell	1,865 -85	-4%	-$9.29K	0.19%	46
2025 Q1	$204K	Sell	1,950 -101	-5%	-$10.6K	0.17%	46
2024 Q4	$236K	Buy	+2,051	New	+$236K	0.24%	44