EverSource Wealth Advisors’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	$1.28M	Sell	10,271 -1,761	-15%	-$224K	0.04%	326
2025 Q4	$1.45M	Buy	12,032 +328	+3%	+$39.2K	0.05%	260
2025 Q3	$1.39M	Buy	11,704 +4,642	+66%	+$534K	0.06%	234
2025 Q2	$772K	Sell	7,062 -2,402	-25%	-$248K	0.03%	339
2025 Q1	$990K	Sell	9,464 -4,361	-32%	-$492K	0.05%	248
2024 Q4	$1.59M	Buy	13,825 +2,508	+22%	+$300K	0.09%	177
2024 Q3	$1.32M	Buy	11,317 +1,179	+12%	+$133K	0.08%	182
2024 Q2	$1.2M	Buy	10,138 +839	+9%	+$89.8K	0.08%	193
2024 Q1	$971K	Buy	9,299 +200	+2%	+$21.2K	0.08%	187
2023 Q4	$985K	Buy	9,099 +877	+11%	+$84.5K	0.09%	165
2023 Q3	$776K	Buy	8,222 +341	+4%	+$34.1K	0.08%	176
2023 Q2	$785K	Buy	7,881 +4	+0.1%	+$381	0.09%	183
2023 Q1	$762K	Sell	7,877 -1,050	-12%	-$105K	0.09%	164
2022 Q4	$845K	Buy	8,927 +677	+8%	+$64.9K	0.13%	134
2022 Q3	$719K	Buy	8,250 +2,089	+34%	+$203K	0.16%	119
2022 Q2	$569K	Sell	6,161 -1,410	-19%	-$140K	0.15%	129
2022 Q1	$817K	Buy	7,571 +1,258	+20%	+$136K	0.21%	92
2021 Q4	$724K	Buy	+6,313	New	+$719K	0.2%	82