Goldstein 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	$1.75M	Buy	14,064 +127	+0.9%	+$16.1K	0.19%	52
2025 Q4	$1.67M	Sell	13,937 -700	-5%	-$83.7K	0.19%	53
2025 Q3	$1.74M	Sell	14,637 -424	-3%	-$48.8K	0.21%	52
2025 Q2	$1.65M	Buy	15,061 +390	+3%	+$40.3K	0.22%	45
2025 Q1	$1.53M	Sell	14,671 -731	-5%	-$82.5K	0.22%	43
2024 Q4	$1.77M	Buy	15,402 +582	+4%	+$69.5K	0.26%	39
2024 Q3	$1.73M	Buy	14,820 +46	+0.3%	+$5.2K	0.26%	37
2024 Q2	$1.58M	Buy	14,774 +224	+2%	+$24K	0.26%	39
2024 Q1	$1.61M	Buy	14,550 +819	+6%	+$87K	0.27%	35
2023 Q4	$1.49M	Sell	13,731 -1,508	-10%	-$145K	0.25%	63
2023 Q3	$1.44M	Sell	15,239 -328	-2%	-$32.8K	0.3%	37
2023 Q2	$1.55M	Buy	15,567 +2,764	+22%	+$263K	0.32%	39
2023 Q1	$1.24M	Sell	12,803 -494	-4%	-$49.4K	0.27%	42
2022 Q4	$1.26M	Buy	+13,297	New	+$1.28M	0.3%	40