Greenhouse 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	$933K	Buy	7,527 +11	+0.1%	+$1.4K	0.58%	25
2025 Q4	$903K	Buy	7,516 +31	+0.4%	+$3.71K	0.53%	26
2025 Q3	$889K	Buy	7,485 +25	+0.3%	+$2.88K	0.53%	26
2025 Q2	$815K	Sell	7,460 -47	-0.6%	-$4.86K	0.53%	25
2025 Q1	$785K	Buy	7,507 +21	+0.3%	+$2.37K	0.59%	22
2024 Q4	$863K	Buy	7,486 +65	+0.9%	+$7.77K	0.57%	25
2024 Q3	$868K	Buy	7,421 +28	+0.4%	+$3.16K	0.58%	24
2024 Q2	$788K	Buy	7,393 +25	+0.3%	+$2.67K	0.58%	26
2024 Q1	$814K	Buy	7,368 +469	+7%	+$49.8K	0.61%	24
2023 Q4	$747K	Buy	6,899 +49	+0.7%	+$4.72K	0.6%	24
2023 Q3	$646K	Hold	6,850	–	–	0.58%	25
2023 Q2	$683K	Buy	6,850 +22	+0.3%	+$2.1K	0.6%	25
2023 Q1	$660K	Buy	6,828 +23	+0.3%	+$2.3K	0.62%	24
2022 Q4	$644K	Buy	6,805 +229	+3%	+$22K	0.65%	24
2022 Q3	$573K	Hold	6,576	–	–	0.64%	22
2022 Q2	$608K	Buy	6,576 +21	+0.3%	+$2.09K	0.65%	23
2022 Q1	$707K	Buy	6,555 +10	+0.2%	+$1.08K	0.66%	22
2021 Q4	$749K	Buy	6,545 +71	+1%	+$8.09K	0.67%	22
2021 Q3	$707K	Hold	6,474	–	–	0.67%	22
2021 Q2	$731K	Buy	6,474 +29	+0.4%	+$3.23K	0.68%	22
2021 Q1	$699K	Hold	6,445	–	–	0.69%	23
2020 Q4	$592K	Buy	+6,445	New	+$530K	0.58%	27