Moss Adams Wealth Advisors’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	$5.72M	Sell	46,047 -121,537	-73%	-$15.4M	0.42%	23
2025 Q4	$20.1M	Sell	167,584 -684,575	-80%	-$81.9M	1.46%	12
2025 Q3	$101M	Buy	852,159 +91,552	+12%	+$10.5M	7.9%	3
2025 Q2	$83.1M	Sell	760,607 -73,248	-9%	-$7.57M	7.55%	3
2025 Q1	$87.2M	Buy	833,855 +48,580	+6%	+$5.48M	9.18%	3
2024 Q4	$90.5M	Buy	785,275 +8,741	+1%	+$1.04M	9.56%	2
2024 Q3	$90.8M	Buy	776,534 +28,615	+4%	+$3.23M	9.94%	2
2024 Q2	$79.8M	Buy	747,919 +45,207	+6%	+$4.84M	11.01%	2
2024 Q1	$77.7M	Buy	702,712 +133,015	+23%	+$14.1M	12.48%	2
2023 Q4	$61.7M	Buy	569,697 +12,707	+2%	+$1.22M	12.86%	2
2023 Q3	$52.7M	Buy	556,990 +23,983	+4%	+$2.4M	17.99%	2
2023 Q2	$53.1M	Sell	533,007 -5,641	-1%	-$537K	17.33%	2
2023 Q1	$52.1M	Buy	538,648 +125,788	+30%	+$12.6M	17.74%	2
2022 Q4	$39.1M	Buy	+412,860	New	+$39.6M	19.54%	1