Insight 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	$921K	Sell	7,409 -504	-6%	-$64K	0.18%	84
2025 Q4	$951K	Buy	7,913 +321	+4%	+$38.4K	0.14%	101
2025 Q3	$903K	Sell	7,592 -15	-0.2%	-$1.73K	0.14%	102
2025 Q2	$831K	Buy	7,607 +537	+8%	+$55.5K	0.13%	104
2025 Q1	$739K	Sell	7,070 -56	-0.8%	-$6.32K	0.13%	107
2024 Q4	$819K	Buy	7,126 +217	+3%	+$25.9K	0.14%	102
2024 Q3	$808K	Sell	6,909 -263	-4%	-$29.7K	0.14%	110
2024 Q2	$765K	Buy	7,172 +161	+2%	+$17.2K	0.14%	109
2024 Q1	$775K	Buy	7,011 +421	+6%	+$44.7K	0.15%	110
2023 Q4	$713K	Sell	6,590 -14	-0.2%	-$1.35K	0.15%	108
2023 Q3	$623K	Buy	6,604 +197	+3%	+$19.7K	0.14%	117
2023 Q2	$638K	Sell	6,407 -149	-2%	-$14.2K	0.14%	114
2023 Q1	$634K	Sell	6,556 -200	-3%	-$20K	0.15%	112
2022 Q4	$638K	Sell	6,756 -180	-3%	-$17.3K	0.22%	120
2022 Q3	$605K	Sell	6,936 -113	-2%	-$11K	0.24%	108
2022 Q2	$713K	Buy	7,049 +129	+2%	+$12.8K	0.24%	107
2022 Q1	$747K	Sell	6,920 -1,547	-18%	-$167K	0.22%	121
2021 Q4	$970K	Buy	8,467 +46	+0.5%	+$5.24K	0.29%	90
2021 Q3	$992K	Sell	8,421 -307	-4%	-$33.8K	0.3%	90
2021 Q2	$956K	Buy	8,728 +675	+8%	+$75.3K	0.3%	86
2021 Q1	$890K	Buy	8,053 +506	+7%	+$53K	0.28%	100
2020 Q4	$694K	Buy	+7,547	New	+$620K	0.26%	102