PTM 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	$807K	Sell	7,132 -64	-0.9%	-$7.24K	0.53%	19
2025 Q1	$652K	Buy	+7,196	New	+$652K	0.69%	17