McGlone Suttner 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	$2.66M	Sell	21,371 -1,768	-8%	-$225K	0.35%	31
2025 Q4	$2.78M	Buy	23,139 +1,717	+8%	+$205K	0.37%	26
2025 Q3	$2.55M	Sell	21,422 -265	-1%	-$30.5K	0.36%	29
2025 Q2	$2.37M	Buy	21,687 +21	+0.1%	+$2.17K	0.36%	28
2025 Q1	$2.27M	Sell	21,666 -964	-4%	-$109K	0.37%	28
2024 Q4	$2.61M	Buy	22,630 +3,733	+20%	+$446K	0.44%	25
2024 Q3	$2.21M	Sell	18,897 -2,897	-13%	-$327K	0.46%	23
2024 Q2	$2.36M	Buy	21,794 +580	+3%	+$62.1K	0.48%	20
2024 Q1	$2.34M	Sell	21,214 -580	-3%	-$61.6K	0.44%	22
2023 Q4	$2.36M	Buy	21,794 +85	+0.4%	+$8.19K	0.47%	20
2023 Q3	$2.05M	Sell	21,709 -5,038	-19%	-$503K	0.47%	21
2023 Q2	$2.67M	Sell	26,747 -2,245	-8%	-$214K	0.61%	19
2023 Q1	$2.8M	Sell	28,992 -1,841	-6%	-$184K	0.72%	19
2022 Q4	$2.92M	Buy	+30,833	New	+$2.96M	0.93%	19