Advanced Asset Management 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	$719K	Hold	5,781	–	–	0.2%	44
2025 Q4	$695K	Hold	5,781	–	–	0.19%	45
2025 Q3	$687K	Hold	5,781	–	–	0.18%	44
2025 Q2	$632K	Hold	5,781	–	–	0.17%	45
2025 Q1	$605K	Hold	5,781	–	–	0.17%	47
2024 Q4	$666K	Hold	5,781	–	–	0.17%	49
2024 Q3	$617K	Hold	5,781	–	–	0.16%	50
2024 Q2	$617K	Hold	5,781	–	–	0.16%	51
2024 Q1	$639K	Hold	5,781	–	–	0.16%	52
2023 Q4	$626K	Hold	5,781	–	–	0.15%	54
2023 Q3	$545K	Hold	5,781	–	–	0.13%	58
2023 Q2	$576K	Hold	5,781	–	–	0.13%	58
2023 Q1	$559K	Hold	5,781	–	–	0.14%	58
2022 Q4	$547K	Hold	5,781	–	–	0.14%	58
2022 Q3	$504K	Hold	5,781	–	–	0.14%	59
2022 Q2	$534K	Hold	5,781	–	–	0.14%	59
2022 Q1	$624K	Hold	5,781	–	–	0.14%	57
2021 Q4	$662K	Hold	5,781	–	–	0.14%	57
2021 Q3	$631K	Hold	5,781	–	–	0.14%	62
2021 Q2	$653K	Hold	5,781	–	–	0.14%	62
2021 Q1	$627K	Hold	5,781	–	–	0.14%	62
2020 Q4	$531K	Hold	5,781	–	–	0.12%	63
2020 Q3	$406K	Hold	5,781	–	–	0.11%	65
2020 Q2	$395K	Hold	5,781	–	–	0.12%	63
2020 Q1	$324K	Buy	5,781 +3,181	+122%	+$237K	0.11%	77
2019 Q4	$218K	Hold	2,600	–	–	0.07%	87
2019 Q3	$202K	Buy	+2,600	New	+$201K	0.06%	92