Creative Capital Management Investments’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	$158K	Sell	1,275 -18	-1%	-$2.29K	0.05%	70
2025 Q4	$155K	Buy	1,293 +18	+1%	+$2.15K	0.05%	68
2025 Q3	$152K	Hold	1,275	–	–	0.05%	70
2025 Q2	$139K	Sell	1,275 -400	-24%	-$41.3K	0.05%	68
2025 Q1	$175K	Buy	1,675 +400	+31%	+$45.1K	0.07%	53
2024 Q4	$147K	Buy	1,275 +2	+0.2%	+$239	0.06%	61
2024 Q3	$149K	Buy	1,273 +423	+50%	+$47.8K	0.06%	56
2024 Q2	$90.7K	Sell	850 -70	-8%	-$7.49K	0.04%	66
2024 Q1	$102K	Buy	920 +70	+8%	+$7.43K	0.05%	62
2023 Q4	$92K	Hold	850	–	–	0.05%	61
2023 Q3	$80.2K	Hold	850	–	–	0.06%	68
2023 Q2	$84.7K	Hold	850	–	–	0.06%	66
2023 Q1	$82.2K	Buy	850 +800	+1,600%	+$80K	0.06%	79
2022 Q4	$5K	Buy	+50	New	+$4.8K	﹤0.01%	143