Rialto 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	$2.8M	Buy	25,645 +28	+0.1%	+$3.06K	0.78%	29
2025 Q1	$2.68M	Hold	25,617	–	–	0.84%	26
2024 Q4	$2.95M	Buy	+25,617	New	+$2.95M	0.97%	26