Investment 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 Q2	$1.69M	Sell	11,394 -283	-2%	-$38.8K	0.49%	49
2026 Q1	$1.45M	Sell	11,677 -709	-6%	-$90.1K	0.46%	50
2025 Q4	$1.49M	Sell	12,386 -840	-6%	-$100K	0.47%	49
2025 Q3	$1.57M	Sell	13,226 -416	-3%	-$47.8K	0.5%	45
2025 Q2	$1.49M	Sell	13,642 -9,323	-41%	-$964K	0.5%	47
2025 Q1	$2.4M	Buy	22,965 +339	+1%	+$38.3K	0.87%	32
2024 Q4	$2.61M	Buy	22,626 +3,489	+18%	+$417K	0.92%	29
2024 Q3	$2.24M	Buy	19,137 +634	+3%	+$71.6K	0.79%	33
2024 Q2	$1.97M	Buy	18,503 +62	+0.3%	+$6.63K	0.72%	33
2024 Q1	$2.04M	Buy	18,441 +438	+2%	+$46.5K	0.75%	33
2023 Q4	$1.95M	Buy	18,003 +653	+4%	+$62.9K	0.77%	33
2023 Q3	$1.64M	Buy	17,350 +442	+3%	+$44.2K	0.7%	37
2023 Q2	$1.68M	Buy	16,908 +2,967	+21%	+$283K	0.71%	35
2023 Q1	$1.35M	Sell	13,941 -523	-4%	-$52.3K	0.67%	43
2022 Q4	$1.37M	Sell	14,464 -151	-1%	-$14.5K	0.7%	37
2022 Q3	$1.27M	Sell	14,615 -2,953	-17%	-$287K	0.76%	36
2022 Q2	$1.62M	Sell	17,568 -1,619	-8%	-$161K	0.94%	32
2022 Q1	$2.07M	Buy	19,187 +223	+1%	+$24.1K	1.15%	28
2021 Q4	$2.17M	Buy	18,964 +3,301	+21%	+$376K	1.19%	25
2021 Q3	$1.71M	Buy	15,663 +250	+2%	+$27.5K	1.05%	33
2021 Q2	$1.74M	Buy	+15,413	New	+$1.72M	1.07%	33
2020 Q4	$1.17M	Sell	12,753 -587	-4%	-$48.2K	0.82%	41
2020 Q3	$937K	Sell	13,340 -264	-2%	-$18.9K	0.74%	42
2020 Q2	$929K	Sell	13,604 -770	-5%	-$48.6K	0.79%	39
2020 Q1	$806K	Sell	14,374 -7,971	-36%	-$594K	0.86%	35
2019 Q4	$1.87M	Buy	+22,345	New	+$1.8M	1.69%	21