Waypoint Wealth Counsel’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	$427K	Sell	3,907 -714	-15%	-$78K	0.21%	75
2025 Q1	$483K	Buy	+4,621	New	+$483K	0.3%	56