Aaron Wealth Advisors’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	$1.33M	Sell	10,716 -3,003	-22%	-$382K	0.08%	165
2025 Q4	$1.65M	Buy	13,719 +31	+0.2%	+$3.71K	0.09%	155
2025 Q3	$1.63M	Buy	13,688 +23	+0.2%	+$2.65K	0.1%	147
2025 Q2	$1.49M	Sell	13,665 -894	-6%	-$92.4K	0.15%	89
2025 Q1	$1.52M	Sell	14,559 -1,598	-10%	-$180K	0.17%	82
2024 Q4	$1.86M	Buy	16,157 +2,615	+19%	+$312K	0.22%	67
2024 Q3	$1.58M	Buy	13,542 +28	+0.2%	+$3.16K	0.19%	75
2024 Q2	$1.44M	Sell	13,514 -579	-4%	-$61.9K	0.2%	68
2024 Q1	$1.56M	Sell	14,093 -1,298	-8%	-$138K	0.22%	66
2023 Q4	$1.67M	Sell	15,391 -3,947	-20%	-$380K	0.28%	50
2023 Q3	$1.82M	Buy	19,338 +9,776	+102%	+$977K	0.24%	61
2023 Q2	$953K	Buy	9,562 +11	+0.1%	+$1.05K	0.12%	98
2023 Q1	$924K	Sell	9,551 -1,479	-13%	-$148K	0.13%	95
2022 Q4	$1.04M	Buy	11,030 +3,610	+49%	+$346K	0.15%	92
2022 Q3	$647K	Buy	+7,420	New	+$721K	0.12%	96
2022 Q2	–	Sell	-10,680	Closed	-$99K	–	496
2022 Q1	$99K	Buy	+10,680	New	+$1.15M	﹤0.01%	883