REDW Wealth’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	$247K	Sell	2,260 -65	-3%	-$7.1K	0.1%	94
2025 Q1	$243K	Buy	2,325 +385	+20%	+$40.3K	0.09%	94
2024 Q4	$224K	Buy	+1,940	New	+$224K	0.08%	96