Golden State Wealth 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	$3.25M	Buy	26,161 +1,387	+6%	+$176K	0.36%	53
2025 Q4	$2.98M	Sell	24,774 -314	-1%	-$37.6K	0.31%	63
2025 Q3	$2.98M	Sell	25,088 -591	-2%	-$68K	0.33%	58
2025 Q2	$2.81M	Sell	25,679 -2,328	-8%	-$241K	0.34%	56
2025 Q1	$2.93M	Sell	28,007 -74	-0.3%	-$8.35K	0.44%	45
2024 Q4	$3.24M	Buy	+28,081	New	+$3.35M	0.48%	41
2022 Q1	$5.29M	Buy	49,054 +16,978	+53%	+$1.83M	1.04%	23
2021 Q4	$3.67M	Buy	32,076 +4,975	+18%	+$567K	0.63%	30
2021 Q3	$2.96M	Sell	27,101 -410	-1%	-$45.1K	0.64%	30
2021 Q2	$3.11M	Buy	27,511 +1,212	+5%	+$135K	0.69%	28
2021 Q1	$2.85M	Sell	26,299 -609	-2%	-$63.7K	0.94%	21
2020 Q4	$2.47M	Sell	26,908 -14,441	-35%	-$1.19M	0.72%	24
2020 Q3	$2.9M	Buy	+41,349	New	+$2.96M	0.97%	21
2020 Q2	–	Sell	-39,581	Closed	-$2.22M	–	532
2020 Q1	$2.22M	Buy	+39,581	New	+$2.95M	0.98%	20
2019 Q4	–	Sell	-35,701	Closed	-$2.78M	–	474
2019 Q3	$2.78M	Buy	35,701 +160	+0.5%	+$12.4K	0.92%	23
2019 Q2	$2.78M	Sell	35,541 -2,058	-5%	-$160K	0.88%	22
2019 Q1	$2.9M	Buy	+37,599	New	+$2.89M	0.97%	21