Root Financial Partners’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	$602K	Buy	5,510 +391	+8%	+$42.7K	0.06%	106
2025 Q1	$535K	Sell	5,119 -1,480	-22%	-$155K	0.06%	108
2024 Q4	$760K	Buy	+6,599	New	+$760K	0.09%	81