Financial Freedom LLC’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	$390K	Buy	3,141 +4	+0.1%	+$508	0.19%	75
2025 Q4	$377K	Buy	3,137 +10	+0.3%	+$1.2K	0.19%	74
2025 Q3	$372K	Sell	3,127 -1,495	-32%	-$172K	0.19%	78
2025 Q2	$505K	Sell	4,622 -510	-10%	-$52.7K	0.27%	62
2025 Q1	$537K	Sell	5,132 -2,381	-32%	-$269K	0.31%	57
2024 Q4	$866K	Sell	7,513 -68	-0.9%	-$8.12K	0.46%	41
2024 Q3	$887K	Buy	7,581 +19	+0.3%	+$2.15K	0.47%	41
2024 Q2	$807K	Buy	7,562 +698	+10%	+$74.7K	0.46%	43
2024 Q1	$759K	Buy	6,864 +12	+0.2%	+$1.27K	0.45%	43
2023 Q4	$742K	Sell	6,852 -527	-7%	-$50.8K	0.47%	44
2023 Q3	$696K	Hold	7,379	–	–	0.49%	39
2023 Q2	$735K	Buy	7,379 +1,756	+31%	+$167K	0.52%	37
2023 Q1	$544K	Buy	5,623 +471	+9%	+$47.1K	0.4%	45
2022 Q4	$488K	Buy	+5,152	New	+$494K	0.33%	47