Congress 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
2025 Q2	$50.9M	Buy	465,815 +30,719	+7%	+$3.18M	0.49%	38
2025 Q1	$45.6M	Buy	435,096 +39,579	+10%	+$4.47M	0.55%	32
2024 Q4	$45.6M	Buy	395,517 +4,540	+1%	+$542K	0.63%	33
2024 Q3	$45.7M	Buy	390,977 +274,698	+236%	+$31M	0.61%	31
2024 Q2	$12.4M	Sell	116,279 -2,211	-2%	-$237K	0.2%	146
2024 Q1	$13.1M	Buy	118,490 +20,392	+21%	+$2.17M	0.23%	133
2023 Q4	$10.6M	Buy	98,098 +23,167	+31%	+$2.23M	0.2%	149
2023 Q3	$7.07M	Buy	74,931 +2,818	+4%	+$282K	0.15%	180
2023 Q2	$7.19M	Sell	72,113 -7,732	-10%	-$736K	0.17%	158
2023 Q1	$7.72M	Sell	79,845 -4,037	-5%	-$404K	0.19%	149
2022 Q4	$7.94M	Buy	83,882 +1,171	+1%	+$112K	0.2%	144
2022 Q3	$7.21M	Buy	82,711 +2,253	+3%	+$219K	0.19%	157
2022 Q2	$7.43M	Sell	80,458 -2,839	-3%	-$282K	0.19%	155
2022 Q1	$8.99M	Sell	83,297 -16,297	-16%	-$1.76M	0.2%	155
2021 Q4	$11.4M	Buy	+99,594	New	+$11.4M	0.23%	128