Verus 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	$3.32M	Sell	30,342 -3,010	-9%	-$329K	3.33%	9
2025 Q1	$3.49M	Buy	33,352 +1,022	+3%	+$107K	3.82%	9
2024 Q4	$3.73M	Buy	+32,330	New	+$3.73M	4.18%	7