Second Half 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 Q1	–	Sell	-6,336	Closed	-$730K	–	91
2024 Q4	$730K	Buy	+6,336	New	+$730K	0.36%	41
2023 Q3	–	Sell	-20,564	Closed	-$2.05M	–	86
2023 Q2	$2.05M	Buy	+20,564	New	+$2.05M	0.47%	66