McIlrath & Eck’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	$696K	Sell	5,596 -45	-0.8%	-$5.72K	0.05%	115
2025 Q4	$678K	Sell	5,641 -300	-5%	-$35.9K	0.06%	76
2025 Q3	$706K	Buy	5,941 +135	+2%	+$15.5K	0.07%	67
2025 Q2	$634K	Buy	5,806 +19	+0.3%	+$1.96K	0.07%	68
2025 Q1	$605K	Sell	5,787 -755	-12%	-$85.2K	0.07%	67
2024 Q4	$754K	Buy	6,542 +34	+0.5%	+$4.06K	0.1%	61
2024 Q3	$761K	Sell	6,508 -496	-7%	-$56K	0.1%	57
2024 Q2	$747K	Sell	7,004 -120	-2%	-$12.8K	0.11%	54
2024 Q1	$787K	Sell	7,124 -79	-1%	-$8.39K	0.12%	51
2023 Q4	$780K	Buy	7,203 +1,122	+18%	+$108K	0.14%	51
2023 Q3	$574K	Sell	6,081 -1,032	-15%	-$103K	0.12%	61
2023 Q2	$709K	Buy	7,113 +98	+1%	+$9.33K	0.15%	46
2023 Q1	$678K	Buy	7,015 +279	+4%	+$27.9K	0.16%	45
2022 Q4	$637K	Buy	6,736 +1,394	+26%	+$134K	0.16%	47
2022 Q3	$466K	Sell	5,342 -1,810	-25%	-$176K	0.13%	52
2022 Q2	$661K	Buy	7,152 +6,124	+596%	+$609K	0.21%	33
2022 Q1	$111K	Buy	1,028 +133	+15%	+$14.4K	0.03%	125
2021 Q4	$102K	Sell	895 -17	-2%	-$1.94K	0.03%	138
2021 Q3	$100K	Hold	912	–	–	0.03%	128
2021 Q2	$103K	Sell	912 -21	-2%	-$2.34K	0.03%	154
2021 Q1	$101K	Buy	933 +47	+5%	+$4.92K	0.04%	123
2020 Q4	$81K	Hold	886	–	–	0.03%	121
2020 Q3	$62K	Buy	+886	New	+$63.5K	0.03%	129
2018 Q4	–	Sell	-784	Closed	-$4K	–	554
2018 Q3	$4K	Buy	784 +668	+576%	+$58.5K	﹤0.01%	411
2018 Q2	$0	Buy	116 +93	+404%	+$7.58K	﹤0.01%	539
2018 Q1	$0	Hold	23	–	–	﹤0.01%	499
2017 Q4	$2K	Buy	+23	New	+$1.73K	﹤0.01%	445