Beaird Harris 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 Q2	$176K	Sell	1,189 -69	-5%	-$9.47K	0.01%	148
2026 Q1	$156K	Sell	1,258 -60	-5%	-$7.62K	0.01%	149
2025 Q4	$158K	Buy	1,318 +170	+15%	+$20.3K	0.01%	151
2025 Q3	$136K	Buy	1,148 +36	+3%	+$4.14K	0.01%	157
2025 Q2	$121K	Buy	1,112 +474	+74%	+$49K	0.01%	162
2025 Q1	$66.7K	Buy	638 +158	+33%	+$17.8K	0.01%	200
2024 Q4	$55.3K	Hold	480	–	–	﹤0.01%	219
2024 Q3	$56.1K	Buy	480 +6	+1%	+$678	﹤0.01%	224
2024 Q2	$50.6K	Buy	474 +85	+22%	+$9.09K	﹤0.01%	222
2024 Q1	$43K	Sell	389 -86	-18%	-$9.13K	﹤0.01%	212
2023 Q4	$51.4K	Buy	475 +350	+280%	+$33.7K	0.01%	185
2023 Q3	$11.8K	Sell	125 -65	-34%	-$6.49K	﹤0.01%	263
2023 Q2	$18.9K	Sell	190 -7	-4%	-$667	﹤0.01%	231
2023 Q1	$19.1K	Sell	197 -26	-12%	-$2.6K	﹤0.01%	229
2022 Q4	$21.1K	Sell	223 -173	-44%	-$16.6K	﹤0.01%	250
2022 Q3	$35K	Sell	396 -639	-62%	-$62.1K	0.01%	186
2022 Q2	$96K	Hold	1,035	–	–	0.03%	100
2022 Q1	$112K	Buy	1,035 +952	+1,147%	+$103K	0.04%	123
2021 Q4	$10K	Buy	+83	New	+$9.46K	﹤0.01%	403