Financial Insights’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	$695K	Buy	5,594 +1,000	+22%	+$127K	0.23%	65
2025 Q4	$552K	Buy	4,594 +2,682	+140%	+$321K	0.19%	72
2025 Q3	$227K	Hold	1,912	–	–	0.08%	128
2025 Q2	$209K	Buy	+1,912	New	+$198K	0.08%	123
2025 Q1	–	Sell	-1,912	Closed	-$220K	–	116
2024 Q4	$220K	Sell	1,912 -2,106	-52%	-$252K	0.08%	101
2024 Q3	$470K	Sell	4,018 -1,029	-20%	-$116K	0.15%	90
2024 Q2	$538K	Buy	5,047 +184	+4%	+$19.7K	0.15%	93
2024 Q1	$537K	Hold	4,863	–	–	0.15%	97
2023 Q4	$526K	Sell	4,863 -140	-3%	-$13.5K	0.16%	94
2023 Q3	$445K	Sell	5,003 -132	-3%	-$13.2K	0.16%	99
2023 Q2	$512K	Buy	5,135 +381	+8%	+$36.3K	0.19%	94
2023 Q1	$460K	Sell	4,754 -639	-12%	-$63.9K	0.19%	91
2022 Q4	$510K	Buy	5,393 +703	+15%	+$67.4K	0.24%	79
2022 Q3	$409K	Buy	+4,690	New	+$456K	0.28%	74
2021 Q3	–	Sell	-552	Closed	-$624K	–	147
2021 Q2	$624K	Buy	+552	New	+$61.6K	0.05%	141