DDD Partners’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	$567K	Hold	4,563	–	–	0.04%	90
2025 Q4	$548K	Buy	4,563 +55	+1%	+$6.58K	0.03%	91
2025 Q3	$536K	Buy	4,508 +1,549	+52%	+$178K	0.03%	92
2025 Q2	$323K	Hold	2,959	–	–	0.03%	95
2025 Q1	$309K	Sell	2,959 -35	-1%	-$3.95K	0.04%	87
2024 Q4	$345K	Buy	2,994 +35	+1%	+$4.18K	0.04%	82
2024 Q3	$346K	Hold	2,959	–	–	0.04%	82
2024 Q2	$316K	Sell	2,959 -31	-1%	-$3.32K	0.04%	83
2024 Q1	$330K	Buy	2,990 +31	+1%	+$3.29K	0.04%	78
2023 Q4	$320K	Sell	2,959 -290	-9%	-$27.9K	0.04%	75
2023 Q3	$300K	Hold	3,249	–	–	0.04%	77
2023 Q2	$324K	Hold	3,249	–	–	0.04%	74
2023 Q1	$314K	Hold	3,249	–	–	0.05%	67
2022 Q4	$307K	Hold	3,249	–	–	0.05%	65
2022 Q3	$283K	Hold	3,249	–	–	0.05%	74
2022 Q2	$300K	Hold	3,249	–	–	0.05%	68
2022 Q1	$351K	Hold	3,249	–	–	0.05%	67
2021 Q4	$372K	Buy	+3,249	New	+$370K	0.05%	72