Trueblood 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	$616K	Buy	5,635 +460	+9%	+$50.3K	0.26%	126
2025 Q1	$541K	Buy	5,175 +899	+21%	+$94K	0.25%	126
2024 Q4	$493K	Buy	4,276 +1,285	+43%	+$148K	0.24%	134
2024 Q3	$350K	Buy	+2,991	New	+$350K	0.18%	160