Hantz Financial Services’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	$384K	Buy	3,093 +931	+43%	+$118K	0.01%	752
2025 Q4	$260K	Buy	2,162 +1,908	+751%	+$228K	﹤0.01%	764
2025 Q3	$30K	Buy	254 +117	+85%	+$13.5K	﹤0.01%	1416
2025 Q2	$15K	Buy	137 +73	+114%	+$7.55K	﹤0.01%	1367
2025 Q1	$7K	Buy	+64	New	+$7.22K	﹤0.01%	1055
2024 Q4	–	Sell	-79	Closed	-$9K	–	1150
2024 Q3	$9K	Buy	+79	New	+$8.93K	﹤0.01%	807
2024 Q1	–	Sell	-195	Closed	-$21K	–	1243
2023 Q4	$21K	Sell	195 -44	-18%	-$4.24K	﹤0.01%	726
2023 Q3	$23K	Hold	239	–	–	﹤0.01%	706
2023 Q2	$24K	Hold	239	–	–	﹤0.01%	690
2023 Q1	$23K	Buy	239 +190	+388%	+$19K	﹤0.01%	690
2022 Q4	$5K	Buy	49 +35	+250%	+$3.36K	﹤0.01%	864
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	1019
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	995
2022 Q1	$2K	Buy	+14	New	+$1.51K	﹤0.01%	956
2020 Q3	–	Sell	-141	Closed	-$10K	–	596
2020 Q2	$10K	Buy	+141	New	+$8.9K	﹤0.01%	475