Western Financial Corp’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	–	Sell	-1,953	Closed	-$204K	–	128
2025 Q1	$204K	Buy	1,953 +1	+0.1%	+$105	0.12%	120
2024 Q4	$225K	Hold	1,952	–	–	0.12%	126
2024 Q3	$228K	Sell	1,952 -14	-0.7%	-$1.64K	0.13%	116
2024 Q2	$210K	Buy	+1,966	New	+$210K	0.13%	114