Blue Edge Capital’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	$754K	Buy	6,062 +4,037	+199%	+$513K	0.1%	86
2025 Q4	$243K	Sell	2,025 -435	-18%	-$52K	0.03%	122
2025 Q3	$292K	Buy	2,460 +524	+27%	+$60.3K	0.04%	114
2025 Q2	$212K	Sell	1,936 -34	-2%	-$3.52K	0.03%	113
2025 Q1	$206K	Buy	1,970 +15	+0.8%	+$1.69K	0.03%	108
2024 Q4	$225K	Buy	1,955 +10	+0.5%	+$1.2K	0.04%	107
2024 Q3	$227K	Buy	1,945 +17	+0.9%	+$1.92K	0.04%	107
2024 Q2	$206K	Buy	+1,928	New	+$206K	0.03%	109
2024 Q1	–	Sell	-1,960	Closed	-$212K	–	112
2023 Q4	$212K	Buy	+1,960	New	+$189K	0.04%	101
2023 Q1	–	Sell	-29,621	Closed	-$2.8M	–	104
2022 Q4	$2.8M	Buy	29,621 +59	+0.2%	+$5.66K	0.64%	44
2022 Q3	$2.58M	Sell	29,562 -14,665	-33%	-$1.42M	0.64%	43
2022 Q2	$4.09M	Sell	44,227 -353	-0.8%	-$35.1K	0.95%	36
2022 Q1	$4.81M	Buy	44,580 +173	+0.4%	+$18.7K	0.96%	34
2021 Q4	$5.09M	Sell	44,407 -358	-0.8%	-$40.8K	0.98%	32
2021 Q3	$4.89M	Sell	44,765 -103	-0.2%	-$11.3K	1.02%	32
2021 Q2	$5.07M	Sell	44,868 -420	-0.9%	-$46.8K	1.05%	29
2021 Q1	$4.92M	Buy	45,288 +860	+2%	+$90K	1.09%	26
2020 Q4	$4.08M	Buy	+44,428	New	+$3.65M	0.99%	33