JDM Financial Group’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	$93.9K	Hold	755	–	–	0.04%	79
2025 Q4	$90.7K	Hold	755	–	–	0.04%	80
2025 Q3	$89.7K	Sell	755 -7	-0.9%	-$805	0.04%	77
2025 Q2	$83.3K	Hold	762	–	–	0.04%	70
2025 Q1	$79.7K	Hold	762	–	–	0.04%	67
2024 Q4	$87.8K	Buy	762 +110	+17%	+$13.1K	0.05%	64
2024 Q3	$76.3K	Sell	652 -75	-10%	-$8.47K	0.04%	66
2024 Q2	$77.6K	Buy	727 +101	+16%	+$10.8K	0.05%	62
2024 Q1	$69.2K	Sell	626 -190	-23%	-$20.2K	0.05%	61
2023 Q4	$88.3K	Buy	816 +2	+0.2%	+$193	0.07%	51
2023 Q3	$76.8K	Hold	814	–	–	0.07%	50
2023 Q2	$81.2K	Buy	814 +1	+0.1%	+$95	0.07%	52
2023 Q1	$78.7K	Buy	813 +536	+194%	+$53.6K	0.07%	52
2022 Q4	$26.3K	Buy	+277	New	+$26.6K	0.03%	92