Goldstone Financial Group’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	$1.49M	Sell	11,953 -11,197	-48%	-$1.42M	0.16%	91
2025 Q4	$2.78M	Buy	23,150 +2,178	+10%	+$260K	0.31%	59
2025 Q3	$2.49M	Sell	20,972 -5,090	-20%	-$585K	0.29%	62
2025 Q2	$2.95M	Buy	26,062 +2,376	+10%	+$246K	0.39%	54
2025 Q1	$2.48M	Sell	23,686 -32,643	-58%	-$3.68M	0.37%	57
2024 Q4	$6.49M	Buy	56,329 +11,722	+26%	+$1.4M	1.02%	30
2024 Q3	$5.22M	Buy	44,607 +4,824	+12%	+$545K	0.91%	32
2024 Q2	$4.24M	Buy	39,783 +6,338	+19%	+$678K	0.85%	33
2024 Q1	$3.7M	Buy	33,445 +2,263	+7%	+$240K	0.85%	31
2023 Q4	$3.38M	Buy	31,182 +6,006	+24%	+$579K	0.87%	31
2023 Q3	$2.37M	Buy	25,176 +2,247	+10%	+$224K	0.7%	32
2023 Q2	$2.28M	Buy	22,929 +2,092	+10%	+$199K	0.67%	30
2023 Q1	$2.01M	Buy	+20,837	New	+$2.08M	0.66%	31