Stonebridge Financial Group’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	$1.33M	Buy	12,160 +430	+4%	+$47K	0.13%	104
2025 Q1	$1.23M	Buy	11,730 +690	+6%	+$72.2K	0.13%	103
2024 Q4	$1.27M	Buy	+11,040	New	+$1.27M	0.14%	101