Hoey Investments’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	$29K	Hold	233	–	–	﹤0.01%	184
2025 Q4	$28K	Hold	233	–	–	﹤0.01%	191
2025 Q3	$27.7K	Sell	233 -31	-12%	-$3.56K	﹤0.01%	200
2025 Q2	$28.9K	Sell	264 -4	-1%	-$413	﹤0.01%	188
2025 Q1	$28K	Buy	+268	New	+$30.2K	0.01%	166
2024 Q4	–	Sell	-210	Closed	-$22.4K	–	406
2024 Q3	$22.4K	Hold	210	–	–	﹤0.01%	165
2024 Q2	$22.4K	Buy	+210	New	+$22.5K	﹤0.01%	165
2023 Q4	–	Sell	-21	Closed	-$1.98K	–	363
2023 Q3	$1.98K	Hold	21	–	–	﹤0.01%	300
2023 Q2	$2.09K	Hold	21	–	–	﹤0.01%	298
2023 Q1	$2.03K	Hold	21	–	–	﹤0.01%	296
2022 Q4	$1.99K	Hold	21	–	–	﹤0.01%	260
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	286
2022 Q2	$2K	Buy	+21	New	+$2.09K	﹤0.01%	256
2021 Q2	–	Sell	-117	Closed	-$13K	–	236
2021 Q1	$13K	Buy	+117	New	+$12.2K	﹤0.01%	160