Shepherd 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	–	Sell	-13,044	Closed	-$1.35M	–	50
2025 Q1	$1.35M	Sell	13,044 -54,534	-81%	-$5.65M	1.39%	17
2024 Q4	$7.79M	Buy	+67,578	New	+$7.79M	7.66%	2