Howard 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	$462K	Sell	3,714 -4	-0.1%	-$508	0.19%	92
2025 Q4	$447K	Buy	3,718 +242	+7%	+$28.9K	0.2%	86
2025 Q3	$413K	Sell	3,476 -5	-0.1%	-$575	0.19%	85
2025 Q2	$380K	Buy	3,481 +2	+0.1%	+$207	0.19%	83
2025 Q1	$364K	Sell	3,479 -66	-2%	-$7.45K	0.2%	86
2024 Q4	$408K	Hold	3,545	–	–	0.22%	82
2024 Q3	$415K	Sell	3,545 -328	-8%	-$37.1K	0.24%	79
2024 Q2	$413K	Buy	3,873 +2	+0.1%	+$214	0.33%	66
2024 Q1	$428K	Sell	3,871 -520	-12%	-$55.2K	0.35%	61
2023 Q4	$475K	Buy	4,391 +120	+3%	+$11.6K	0.4%	56
2023 Q3	$403K	Hold	4,271	–	–	0.37%	59
2023 Q2	$426K	Hold	4,271	–	–	0.37%	59
2023 Q1	$413K	Sell	4,271 -30	-0.7%	-$3K	0.34%	66
2022 Q4	$407K	Sell	4,301 -29	-0.7%	-$2.78K	0.33%	68
2022 Q3	$377K	Buy	4,330 +1,007	+30%	+$97.8K	0.27%	72
2022 Q2	$307K	Sell	3,323 -1,068	-24%	-$106K	0.33%	49
2022 Q1	$473K	Hold	4,391	–	–	0.26%	78
2021 Q4	$502K	Sell	4,391 -13	-0.3%	-$1.48K	0.26%	80
2021 Q3	$480K	Hold	4,404	–	–	0.27%	83
2021 Q2	$497K	Buy	4,404 +190	+5%	+$21.2K	0.27%	81
2021 Q1	$457K	Sell	4,214 -275	-6%	-$28.8K	0.27%	80
2020 Q4	$412K	Sell	4,489 -124	-3%	-$10.2K	0.26%	85
2020 Q3	$324K	Sell	4,613 -1	-0%	-$72	0.23%	91
2020 Q2	$315K	Buy	4,614 +62	+1%	+$3.91K	0.26%	85
2020 Q1	$255K	Buy	4,552 +57	+1%	+$4.25K	0.27%	84
2019 Q4	$376K	Buy	+4,495	New	+$362K	0.31%	73