Uptown Financial Advisors’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	$7.63M	Buy	69,809 +3,479	+5%	+$380K	6.54%	3
2025 Q1	$6.94M	Buy	66,330 +4,504	+7%	+$471K	7.08%	3
2024 Q4	$7.12M	Buy	+61,826	New	+$7.12M	7.68%	3