Madison Wealth Partners’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	$7.58M	Sell	60,947 -285	-0.5%	-$36.2K	1.21%	17
2025 Q4	$7.36M	Sell	61,232 -184,638	-75%	-$22.1M	1.34%	16
2025 Q3	$29.2M	Buy	245,870 +763	+0.3%	+$87.8K	5.78%	6
2025 Q2	$26.8M	Buy	245,107 +29,403	+14%	+$3.04M	5.85%	5
2025 Q1	$22.6M	Buy	215,704 +163,653	+314%	+$18.5M	5.57%	5
2024 Q4	$6M	Sell	52,051 -172	-0.3%	-$20.5K	1.68%	13
2024 Q3	$6.11M	Buy	52,223 +635	+1%	+$71.7K	1.81%	12
2024 Q2	$5.5M	Sell	51,588 -846	-2%	-$90.5K	1.89%	12
2024 Q1	$5.8M	Sell	52,434 -235	-0.4%	-$25K	2.1%	12
2023 Q4	$5.7M	Sell	52,669 -2,164	-4%	-$209K	2.26%	11
2023 Q3	$5.17M	Buy	54,833 +296	+0.5%	+$29.6K	2.62%	8
2023 Q2	$5.43M	Buy	54,537 +1,337	+3%	+$127K	2.54%	10
2023 Q1	$5.14M	Sell	53,200 -197	-0.4%	-$19.7K	2.59%	9
2022 Q4	$5.05M	Sell	53,397 -2,500	-4%	-$240K	2.95%	8
2022 Q3	$4.87M	Buy	55,897 +608	+1%	+$59.1K	3.19%	9
2022 Q2	$5.11M	Buy	55,289 +2,517	+5%	+$250K	3.25%	8
2022 Q1	$5.69M	Buy	52,772 +1,388	+3%	+$150K	3.18%	9
2021 Q4	$5.88M	Buy	51,384 +4,558	+10%	+$519K	2.96%	10
2021 Q3	$5.11M	Buy	46,826 +1,739	+4%	+$191K	2.88%	10
2021 Q2	$5.09M	Buy	45,087 +3,437	+8%	+$383K	2.92%	10
2021 Q1	$3.83M	Sell	41,650 -224	-0.5%	-$23.4K	2.69%	10
2020 Q4	$3.85M	Buy	+41,874	New	+$3.44M	2.58%	11