Kaydan Wealth Management’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	$395K	Buy	3,179 +35	+1%	+$4.45K	0.13%	76
2025 Q4	$378K	Buy	3,144 +1	+0%	+$120	0.11%	77
2025 Q3	$373K	Sell	3,143 -174	-5%	-$20K	0.11%	79
2025 Q2	$363K	Buy	3,317 +799	+32%	+$82.6K	0.12%	77
2025 Q1	$263K	Sell	2,518 -170	-6%	-$19.2K	0.08%	90
2024 Q4	$310K	Buy	2,688 +144	+6%	+$17.2K	0.1%	81
2024 Q3	$298K	Buy	2,544 +35	+1%	+$3.95K	0.09%	86
2024 Q2	$268K	Buy	2,509 +187	+8%	+$20K	0.09%	88
2024 Q1	$257K	Buy	2,322 +39	+2%	+$4.14K	0.09%	89
2023 Q4	$247K	Buy	2,283 +46	+2%	+$4.43K	0.1%	87
2023 Q3	$211K	Buy	2,237 +10	+0.4%	+$999	0.08%	88
2023 Q2	$222K	Buy	+2,227	New	+$212K	0.09%	84
2022 Q2	–	Sell	-2,321	Closed	-$250K	–	96
2022 Q1	$250K	Sell	2,321 -408	-15%	-$44K	0.11%	89
2021 Q4	$312K	Buy	+2,729	New	+$311K	0.12%	85