Northwest Financial Advisors’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
2024 Q4	–	Sell	-387	Closed	-$45.3K	–	311
2024 Q3	$45.3K	Buy	+387	New	+$45.3K	0.04%	242
2024 Q1	–	Sell	-3,278	Closed	-$355K	–	288
2023 Q4	$355K	Buy	+3,278	New	+$355K	0.3%	59