Matthew Hamilton Rosenberg’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	$252K	Hold	2,030	–	–	0.05%	168
2025 Q4	$244K	Buy	2,030 +5	+0.2%	+$598	0.05%	177
2025 Q3	$241K	Sell	2,025 -126	-6%	-$14.5K	0.05%	179
2025 Q2	$235K	Sell	2,151 -259	-11%	-$26.8K	0.05%	180
2025 Q1	$252K	Sell	2,410 -46	-2%	-$5.19K	0.06%	150
2024 Q4	$283K	Buy	2,456 +281	+13%	+$33.6K	0.07%	133
2024 Q3	$254K	Sell	2,175 -104	-5%	-$11.8K	0.07%	158
2024 Q2	$241K	Buy	2,279 +388	+21%	+$41.5K	0.07%	153
2024 Q1	$207K	Sell	1,891 -577	-23%	-$61.3K	0.06%	183
2023 Q4	$267K	Sell	2,468 -216	-8%	-$20.8K	0.08%	132
2023 Q3	$253K	Sell	2,684 -1,537	-36%	-$154K	0.08%	129
2023 Q2	$421K	Sell	4,221 -6,337	-60%	-$603K	0.14%	76
2023 Q1	$1.02M	Sell	10,558 -218	-2%	-$21.8K	0.33%	41
2022 Q4	$1.02M	Sell	10,776 -900	-8%	-$86.3K	0.35%	41
2022 Q3	$1.02M	Sell	11,676 -701	-6%	-$68.1K	0.39%	38
2022 Q2	$1.16M	Buy	12,377 +446	+4%	+$44.4K	0.44%	36
2022 Q1	$1.29M	Sell	11,931 -205	-2%	-$22.1K	0.45%	35
2021 Q4	$1.39M	Sell	12,136 -726	-6%	-$82.7K	0.49%	34
2021 Q3	$1.4M	Buy	+12,862	New	+$1.42M	0.55%	33