Hazlett, Burt & Watson’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	$69K	Buy	559 +78	+16%	+$9.91K	0.02%	400
2025 Q4	$58K	Buy	481 +15	+3%	+$1.79K	0.02%	419
2025 Q3	$54K	Sell	466 -170	-27%	-$19.6K	0.02%	407
2025 Q2	$70K	Sell	636 -14	-2%	-$1.45K	0.03%	328
2025 Q1	$70K	Sell	650 -133	-17%	-$15K	0.03%	318
2024 Q4	$90K	Sell	783 -132	-14%	-$15.8K	0.04%	287
2024 Q3	$107K	Sell	915 -590	-39%	-$66.7K	0.05%	270
2024 Q2	$161K	Sell	1,505 -837	-36%	-$89.5K	0.08%	208
2024 Q1	$258K	Buy	2,342 +1,635	+231%	+$174K	0.15%	143
2023 Q4	$77K	Buy	707 +335	+90%	+$32.3K	0.05%	257
2023 Q3	$35K	Sell	372 -2,180	-85%	-$218K	0.03%	350
2023 Q2	$254K	Buy	2,552 +9	+0.4%	+$857	0.19%	116
2023 Q1	$245K	Sell	2,543 -236	-8%	-$23.6K	0.2%	108
2022 Q4	$263K	Buy	2,779 +175	+7%	+$16.8K	0.23%	100
2022 Q3	$227K	Buy	2,604 +82	+3%	+$7.96K	0.22%	99
2022 Q2	$233K	Buy	2,522 +40	+2%	+$3.98K	0.21%	101
2022 Q1	$268K	Buy	+2,482	New	+$268K	0.21%	102