Camarda Financial 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	$955K	Buy	7,682 +139	+2%	+$17.7K	0.5%	68
2025 Q4	$907K	Sell	7,543 -264	-3%	-$31.6K	0.35%	75
2025 Q3	$928K	Buy	7,807 +814	+12%	+$93.6K	0.34%	74
2025 Q2	$764K	Buy	6,993 +1,871	+37%	+$193K	0.3%	75
2025 Q1	$536K	Buy	5,122 +957	+23%	+$108K	0.24%	74
2024 Q4	$480K	Buy	4,165 +2,168	+109%	+$259K	0.18%	81
2024 Q3	$234K	Buy	+1,997	New	+$226K	0.09%	79
2023 Q2	–	Sell	-3,320	Closed	-$321K	–	79
2023 Q1	$321K	Hold	3,320	–	–	0.24%	52
2022 Q4	$314K	Hold	3,320	–	–	0.32%	65
2022 Q3	$289K	Sell	3,320 -9	-0.3%	-$874	0.34%	55
2022 Q2	$308K	Sell	3,329 -18	-0.5%	-$1.79K	0.31%	60
2022 Q1	$361K	Hold	3,347	–	–	0.17%	77
2021 Q4	$383K	Buy	3,347 +27	+0.8%	+$3.08K	0.22%	66
2021 Q3	$363K	Hold	3,320	–	–	0.24%	73
2021 Q2	$375K	Buy	3,320 +770	+30%	+$85.9K	0.23%	67
2021 Q1	$277K	Hold	2,550	–	–	0.2%	79
2020 Q4	$234K	Buy	+2,550	New	+$210K	0.2%	65
2020 Q1	–	Sell	-2,550	Closed	-$214K	–	36
2019 Q4	$214K	Buy	+2,550	New	+$205K	0.45%	47
2019 Q3	–	Sell	-2,550	Closed	-$200K	–	250
2019 Q2	$200K	Sell	2,550 -263	-9%	-$20.4K	0.39%	34
2019 Q1	$217K	Buy	+2,813	New	+$216K	0.41%	32
2018 Q2	–	Sell	-139	Closed	-$11K	–	184
2018 Q1	$11K	Buy	139 +25	+22%	+$1.95K	0.01%	147
2017 Q4	$9K	Buy	114 +12	+12%	+$905	0.01%	155
2017 Q3	$8K	Buy	102 +17	+20%	+$1.19K	0.01%	185
2017 Q2	$6K	Buy	+85	New	+$5.89K	0.01%	201
2017 Q1	–	Sell	-912	Closed	-$63K	–	216
2016 Q4	$63K	Buy	+912	New	+$58.8K	0.04%	117