Stonehaven Wealth & Tax Solutions’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	$477K	Buy	4,361 +176	+4%	+$19.2K	0.47%	37
2025 Q1	$438K	Buy	4,185 +952	+29%	+$99.6K	0.46%	38
2024 Q4	$373K	Buy	+3,233	New	+$373K	0.41%	56