ORG Wealth Partners’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	$1.14M	Buy	10,301 +124	+1%	+$13.7K	0.27%	54
2025 Q1	$1.07M	Buy	10,177 +5,665	+126%	+$594K	0.33%	58
2024 Q4	$520K	Buy	4,512 +545	+14%	+$62.8K	0.16%	60
2024 Q3	$464K	Buy	+3,967	New	+$464K	0.15%	67