Waterfront Wealth’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	$204K	Buy	+1,869	New	+$204K	0.05%	252
2025 Q1	–	Sell	-1,879	Closed	-$216K	–	260
2024 Q4	$216K	Buy	+1,879	New	+$216K	0.05%	243