Evensky & Katz’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	$126K	Sell	1,015 -453	-31%	-$57.5K	0.01%	67
2025 Q4	$176K	Buy	1,468 +538	+58%	+$64.3K	0.01%	66
2025 Q3	$110K	Sell	930 -137	-13%	-$15.8K	0.01%	68
2025 Q2	$117K	Sell	1,067 -106	-9%	-$11K	0.01%	66
2025 Q1	$123K	Sell	1,173 -381	-25%	-$43K	0.01%	73
2024 Q4	$179K	Buy	1,554 +348	+29%	+$41.6K	0.01%	72
2024 Q3	$141K	Buy	1,206 +4	+0.3%	+$452	0.01%	74
2024 Q2	$128K	Sell	1,202 -333	-22%	-$35.6K	0.01%	74
2024 Q1	$170K	Buy	1,535 +245	+19%	+$26K	0.01%	73
2023 Q4	$140K	Buy	1,290 +179	+16%	+$17.3K	0.01%	74
2023 Q3	$105K	Hold	1,111	–	–	0.01%	74
2023 Q2	$111K	Buy	1,111 +3	+0.3%	+$286	0.01%	74
2023 Q1	$107K	Sell	1,108 -63	-5%	-$6.3K	0.01%	73
2022 Q4	$111K	Sell	1,171 -81	-6%	-$7.77K	0.01%	73
2022 Q3	$109K	Hold	1,252	–	–	0.01%	69
2022 Q2	$116K	Buy	1,252 +1	+0.1%	+$99	0.01%	70
2022 Q1	$135K	Buy	1,251 +593	+90%	+$64K	0.01%	65
2021 Q4	$75K	Buy	658 +3	+0.5%	+$342	0.01%	64
2021 Q3	$72K	Sell	655 -4	-0.6%	-$440	0.01%	63
2021 Q2	$74K	Buy	659 +401	+155%	+$44.7K	0.01%	62
2021 Q1	$28K	Sell	258 -85	-25%	-$8.9K	﹤0.01%	70
2020 Q4	$32K	Buy	343 +1	+0.3%	+$82	﹤0.01%	65
2020 Q3	$24K	Buy	342 +1	+0.3%	+$72	﹤0.01%	72
2020 Q2	$23K	Sell	341 -32	-9%	-$2.02K	﹤0.01%	77
2020 Q1	$21K	Buy	373 +35	+10%	+$2.61K	﹤0.01%	90
2019 Q4	$28K	Sell	338 -10	-3%	-$805	﹤0.01%	90
2019 Q3	$27K	Sell	348 -25	-7%	-$1.94K	﹤0.01%	99
2019 Q2	$29K	Buy	373 +1	+0.3%	+$78	﹤0.01%	98
2019 Q1	$28K	Buy	+372	New	+$28.6K	﹤0.01%	100