Insigneo Advisory Services’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	$1.11M	Sell	8,963 -1,684	-16%	-$214K	0.08%	203
2025 Q4	$1.28M	Sell	10,647 -1,052	-9%	-$126K	0.09%	182
2025 Q3	$1.39M	Buy	11,699 +1,909	+19%	+$220K	0.1%	167
2025 Q2	$1.07M	Sell	9,790 -1,009	-9%	-$104K	0.09%	177
2025 Q1	$1.13M	Sell	10,799 -685	-6%	-$77.3K	0.12%	157
2024 Q4	$1.32M	Buy	11,484 +471	+4%	+$56.3K	0.14%	141
2024 Q3	$1.29M	Buy	11,013 +2,438	+28%	+$275K	0.13%	151
2024 Q2	$923K	Sell	8,575 -1,962	-19%	-$210K	0.1%	184
2024 Q1	$1.16M	Sell	10,537 -6,016	-36%	-$639K	0.14%	143
2023 Q4	$1.79M	Buy	16,553 +6,632	+67%	+$639K	0.25%	85
2023 Q3	$940K	Sell	9,921 -241	-2%	-$24.1K	0.19%	110
2023 Q2	$1.01M	Buy	10,162 +4,227	+71%	+$402K	0.19%	106
2023 Q1	$574K	Sell	5,935 -169	-3%	-$16.9K	0.18%	119
2022 Q4	$578K	Buy	+6,104	New	+$585K	0.22%	96