Maltin 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	$1.32M	Buy	10,607 +332	+3%	+$42.2K	0.5%	52
2025 Q4	$1.23M	Buy	10,275 +216	+2%	+$25.8K	0.49%	52
2025 Q3	$1.2M	Buy	10,059 +15	+0.1%	+$1.73K	0.5%	53
2025 Q2	$1.1M	Sell	10,044 -129	-1%	-$13.3K	0.49%	53
2025 Q1	$1.06M	Sell	10,173 -241	-2%	-$27.2K	0.5%	52
2024 Q4	$1.2M	Sell	10,414 -1,049	-9%	-$125K	0.59%	50
2024 Q3	$1.34M	Buy	11,463 +188	+2%	+$21.2K	0.65%	46
2024 Q2	$1.2M	Sell	11,275 -50	-0.4%	-$5.35K	0.65%	48
2024 Q1	$1.25M	Buy	11,325 +932	+9%	+$99K	0.7%	46
2023 Q4	$1.13M	Sell	10,393 -127	-1%	-$12.2K	0.72%	47
2023 Q3	$992K	Buy	10,520 +21	+0.2%	+$2.1K	0.69%	49
2023 Q2	$1.05M	Buy	10,499 +100	+1%	+$9.52K	0.74%	47
2023 Q1	$1.01M	Buy	10,399 +18	+0.2%	+$1.8K	0.73%	47
2022 Q4	$982K	Sell	10,381 -12,166	-54%	-$1.17M	0.72%	45
2022 Q3	$1.97M	Sell	22,547 -1,249	-5%	-$121K	1.55%	18
2022 Q2	$2.2M	Sell	23,796 -336	-1%	-$33.4K	1.59%	15
2022 Q1	$2.6M	Sell	24,132 -1,293	-5%	-$140K	1.72%	12
2021 Q4	$2.91M	Buy	25,425 +1,355	+6%	+$154K	1.75%	14
2021 Q3	$2.63M	Buy	24,070 +767	+3%	+$84.5K	1.61%	15
2021 Q2	$2.63M	Buy	23,303 +861	+4%	+$96K	1.6%	16
2021 Q1	$2.44M	Buy	22,442 +1,090	+5%	+$114K	1.58%	15
2020 Q4	$1.96M	Buy	21,352 +1,369	+7%	+$112K	1.38%	19
2020 Q3	$1.4M	Buy	19,983 +1,030	+5%	+$73.8K	1%	33
2020 Q2	$1.29M	Sell	18,953 -11	-0.1%	-$694	0.98%	32
2020 Q1	$1.06M	Buy	18,964 +4,299	+29%	+$320K	0.9%	32
2019 Q4	$1.23M	Buy	+14,665	New	+$1.18M	0.8%	32