Pines 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	$2.38M	Buy	21,027 +700	+3%	+$79.2K	0.84%	27
2025 Q1	$1.84M	Buy	20,327 +7,949	+64%	+$720K	0.85%	26
2024 Q4	$1.4M	Buy	+12,378	New	+$1.4M	0.61%	38