Bradley & Co Private 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 Q1	$36K	Hold	290	–	–	0.02%	102
2025 Q4	$34.9K	Hold	290	–	–	0.02%	100
2025 Q3	$34.5K	Hold	290	–	–	0.02%	91
2025 Q2	$31.7K	Hold	290	–	–	0.02%	88
2025 Q1	$30.3K	Hold	290	–	–	0.02%	86
2024 Q4	$33.4K	Buy	+290	New	+$34.6K	0.02%	83
2024 Q2	$30.9K	Hold	290	–	–	0.02%	81
2024 Q1	$32.1K	Hold	290	–	–	0.03%	83
2023 Q4	$31.4K	Hold	290	–	–	0.03%	78
2023 Q3	$27.4K	Hold	290	–	–	0.03%	82
2023 Q2	$28.9K	Hold	290	–	–	0.03%	80
2023 Q1	$28K	Hold	290	–	–	0.03%	82
2022 Q4	$27.4K	Hold	290	–	–	0.03%	81
2022 Q3	$25K	Hold	290	–	–	0.03%	89
2022 Q2	$27K	Hold	290	–	–	0.03%	102
2022 Q1	$31K	Hold	290	–	–	0.03%	102
2021 Q4	$33K	Hold	290	–	–	0.03%	102
2021 Q3	$32K	Hold	290	–	–	0.03%	106
2021 Q2	$33K	Hold	290	–	–	0.03%	110
2021 Q1	$31K	Buy	+290	New	+$30.4K	0.03%	115