Rochester Wealth Strategies’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	$9.67M	Buy	88,491 +10,216	+13%	+$1.12M	6.94%	6
2025 Q1	$8.19M	Buy	+78,275	New	+$8.19M	6.5%	7