Forum Financial 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	$294K	Sell	2,366 -939	-28%	-$119K	﹤0.01%	262
2025 Q4	$397K	Hold	3,305	–	–	0.01%	602
2025 Q3	$393K	Hold	3,305	–	–	0.01%	583
2025 Q2	$361K	Buy	3,305 +746	+29%	+$77.1K	0.01%	559
2025 Q1	$268K	Sell	2,559 -1,189	-32%	-$134K	﹤0.01%	654
2024 Q4	$432K	Buy	3,748 +1,100	+42%	+$131K	0.01%	435
2024 Q3	$310K	Buy	2,648 +395	+18%	+$44.6K	0.01%	497
2024 Q2	$240K	Sell	2,253 -49,559	-96%	-$5.3M	﹤0.01%	579
2024 Q1	$5.73M	Buy	51,812 +49,925	+2,646%	+$5.3M	0.1%	49
2023 Q4	$204K	Sell	1,887 -666	-26%	-$64.2K	﹤0.01%	635
2023 Q3	$241K	Buy	2,553 +190	+8%	+$19K	0.01%	506
2023 Q2	$235K	Buy	+2,363	New	+$225K	0.01%	535
2022 Q3	–	Sell	-2,268	Closed	-$210K	–	571
2022 Q2	$210K	Buy	+2,268	New	+$226K	0.01%	502