Morton Brown Family Wealth’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	$79.1K	Sell	636 -9	-1%	-$1.14K	0.02%	96
2025 Q4	$77.5K	Sell	645 -94	-13%	-$11.2K	0.02%	96
2025 Q3	$87.8K	Sell	739 -85	-10%	-$9.78K	0.03%	88
2025 Q2	$90.1K	Sell	824 -32	-4%	-$3.31K	0.03%	87
2025 Q1	$89.5K	Sell	856 -10	-1%	-$1.13K	0.03%	84
2024 Q4	$99.8K	Sell	866 -12	-1%	-$1.43K	0.03%	81
2024 Q3	$103K	Sell	878 -75	-8%	-$8.47K	0.04%	74
2024 Q2	$109K	Sell	953 -17	-2%	-$1.82K	0.04%	70
2024 Q1	$107K	Sell	970 -56	-5%	-$5.95K	0.04%	66
2023 Q4	$111K	Buy	1,026 +123	+14%	+$11.9K	0.05%	71
2023 Q3	$85.2K	Sell	903 -60	-6%	-$5.99K	0.04%	64
2023 Q2	$96K	Sell	963 -11	-1%	-$1.05K	0.05%	63
2023 Q1	$94.2K	Buy	974 +4	+0.4%	+$400	0.06%	63
2022 Q4	$91.8K	Sell	970 -170	-15%	-$16.3K	0.06%	64
2022 Q3	$99K	Sell	1,140 -113	-9%	-$11K	0.08%	54
2022 Q2	$116K	Sell	1,253 -15	-1%	-$1.49K	0.09%	49
2022 Q1	$137K	Sell	1,268 -17	-1%	-$1.83K	0.1%	48
2021 Q4	$147K	Buy	+1,285	New	+$146K	0.11%	48