Bond & Devick Financial Network’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	$324K	Hold	2,606	–	–	0.09%	139
2025 Q4	$313K	Hold	2,606	–	–	0.09%	135
2025 Q3	$310K	Sell	2,606 -128	-5%	-$14.7K	0.09%	133
2025 Q2	$299K	Hold	2,734	–	–	0.1%	132
2025 Q1	$286K	Hold	2,734	–	–	0.1%	125
2024 Q4	$320K	Hold	2,734	–	–	0.14%	122
2024 Q3	$320K	Buy	2,734 +128	+5%	+$14.5K	0.14%	122
2024 Q2	$278K	Buy	2,606 +366	+16%	+$39.2K	0.15%	119
2024 Q1	$248K	Hold	2,240	–	–	0.13%	130
2023 Q4	$242K	Sell	2,240 -897	-29%	-$86.4K	0.14%	125
2023 Q3	$296K	Hold	3,137	–	–	0.19%	98
2023 Q2	$313K	Hold	3,137	–	–	0.19%	96
2023 Q1	$303K	Hold	3,137	–	–	0.19%	98
2022 Q4	$297K	Buy	+3,137	New	+$301K	0.21%	95