4J Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$231K	Buy	1,861 +1	+0.1%	+$127	0.13%	94
2025 Q4	$224K	Sell	1,860 -86	-4%	-$10.3K	0.13%	94
2025 Q3	$231K	Buy	1,946 +1	+0.1%	+$115	0.14%	89
2025 Q2	$213K	Sell	1,945 -340	-15%	-$35.1K	0.14%	92
2025 Q1	$239K	Sell	2,285 -82	-3%	-$9.25K	0.19%	82
2024 Q4	$273K	Buy	2,367 +46	+2%	+$5.5K	0.22%	70
2024 Q3	$271K	Sell	2,321 -9	-0.4%	-$1.02K	0.21%	74
2024 Q2	$249K	Sell	2,330 -46	-2%	-$4.92K	0.21%	76
2024 Q1	$263K	Sell	2,376 -388	-14%	-$41.2K	0.23%	75
2023 Q4	$299K	Sell	2,764 -12,482	-82%	-$1.2M	0.27%	65
2023 Q3	$1.44M	Buy	15,246 +457	+3%	+$45.7K	1.43%	20
2023 Q2	$1.47M	Buy	14,789 +346	+2%	+$32.9K	1.43%	19
2023 Q1	$1.4M	Buy	14,443 +992	+7%	+$99.2K	1.5%	18
2022 Q4	$1.27M	Buy	13,451 +199	+2%	+$19.1K	1.48%	19
2022 Q3	$1.16M	Buy	+13,252	New	+$1.29M	1.48%	19
2022 Q2	–	Sell	-15,415	Closed	-$1.66M	–	76
2022 Q1	$1.66M	Buy	15,415 +223	+1%	+$24.1K	1.46%	17
2021 Q4	$1.74M	Buy	15,192 +1,486	+11%	+$169K	1.46%	18
2021 Q3	$1.5M	Buy	13,706 +347	+3%	+$38.2K	1.3%	21
2021 Q2	$1.51M	Buy	13,359 +216	+2%	+$24.1K	1.32%	20
2021 Q1	$1.43M	Sell	13,143 -745	-5%	-$78K	1.33%	21
2020 Q4	$1.28M	Buy	+13,888	New	+$1.14M	1.23%	23