Dale Q Rice Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$564K	Sell	5,055 -5,719	-53%	-$638K	0.47%	32
2025 Q1	$1.13M	Sell	10,774 -256	-2%	-$26.8K	0.58%	28
2024 Q4	$1.27M	Buy	+11,030	New	+$1.27M	0.56%	27