Drive 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
2026 Q1	$7.86M	Buy	63,207 +4,595	+8%	+$584K	1.66%	12
2025 Q4	$7.04M	Sell	58,612 -135	-0.2%	-$16.1K	1.37%	15
2025 Q3	$6.98M	Buy	58,747 +15,937	+37%	+$1.83M	1.48%	14
2025 Q2	$4.68M	Buy	42,810 +2,846	+7%	+$294K	1.03%	17
2025 Q1	$4.18M	Buy	39,964 +2,097	+6%	+$237K	0.98%	18
2024 Q4	$4.36M	Buy	37,867 +4,247	+13%	+$507K	1.07%	19
2024 Q3	$3.93M	Buy	33,620 +1,113	+3%	+$126K	1.02%	18
2024 Q2	$3.47M	Buy	32,507 +2,794	+9%	+$299K	0.94%	22
2024 Q1	$3.28M	Buy	29,713 +5,465	+23%	+$580K	0.92%	21
2023 Q4	$2.62M	Buy	24,248 +6,273	+35%	+$605K	0.85%	21
2023 Q3	$1.7M	Buy	17,975 +4,740	+36%	+$474K	0.62%	37
2023 Q2	$1.32M	Buy	13,235 +9,264	+233%	+$882K	0.49%	45
2023 Q1	$384K	Buy	+3,971	New	+$397K	0.16%	144