IFS Advisors’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	$7.86M	Sell	63,266 -1,125	-2%	-$143K	4.05%	10
2025 Q4	$7.74M	Sell	64,391 -20,024	-24%	-$2.39M	4.02%	10
2025 Q3	$10M	Buy	84,415 +22	+0%	+$2.53K	5.87%	8
2025 Q2	$9.22M	Buy	84,393 +27,559	+48%	+$2.85M	6.98%	7
2025 Q1	$5.94M	Buy	56,834 +40	+0.1%	+$4.51K	4.83%	7
2024 Q4	$6.54M	Sell	56,794 -675	-1%	-$80.6K	5.14%	6
2024 Q3	$6.72M	Buy	57,469 +95	+0.2%	+$10.7K	5.32%	6
2024 Q2	$6.12M	Sell	57,374 -482	-0.8%	-$51.6K	5.16%	6
2024 Q1	$6.39M	Buy	57,856 +323	+0.6%	+$34.3K	5.58%	6
2023 Q4	$6.23M	Buy	57,533 +7,113	+14%	+$686K	7.4%	5
2023 Q3	$4.76M	Buy	50,420 +49,447	+5,082%	+$4.94M	8.87%	5
2023 Q2	$97K	Hold	973	–	–	0.24%	12
2023 Q1	$94.2K	Hold	973	–	–	0.38%	11
2022 Q4	$92.2K	Hold	973	–	–	0.16%	14
2022 Q3	$84K	Buy	+973	New	+$94.5K	0.15%	15
2022 Q2	–	Sell	-56	Closed	-$6K	–	112
2022 Q1	$6K	Sell	56 -56,736	-100%	-$6.12M	0.01%	74
2021 Q4	$6.5M	Sell	56,792 -17,519	-24%	-$2M	4.57%	8
2021 Q3	$8.11M	Buy	74,311 +5,270	+8%	+$580K	5.2%	7
2021 Q2	$7.8M	Buy	69,041 +1,463	+2%	+$163K	5.24%	8
2021 Q1	$7.33M	Buy	67,578 +19,193	+40%	+$2.01M	5.74%	6
2020 Q4	$4.45M	Buy	+48,385	New	+$3.98M	3.4%	8