Optivise Advisory Services’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	$532K	Sell	4,864 -1,718	-26%	-$188K	0.27%	88
2025 Q1	$688K	Buy	6,582 +153	+2%	+$16K	0.39%	65
2024 Q4	$741K	Buy	6,429 +80	+1%	+$9.22K	0.4%	69
2024 Q3	$743K	Sell	6,349 -2	-0%	-$234	0.39%	62
2024 Q2	$677K	Buy	+6,351	New	+$677K	0.37%	64