Ridgeline Wealth Planning’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	$725K	Buy	6,632 +1,221	+23%	+$133K	0.6%	18
2025 Q1	$566K	Sell	5,411 -187	-3%	-$19.6K	0.56%	19
2024 Q4	$645K	Buy	+5,598	New	+$645K	0.62%	18