Portland 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
2025 Q2	$353K	Sell	3,228 -70	-2%	-$7.65K	0.85%	43
2025 Q1	$345K	Sell	3,298 -423	-11%	-$44.2K	0.88%	42
2024 Q4	$429K	Buy	+3,721	New	+$429K	1.15%	30