Murphy Middleton Hinkle & Parker’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$298K	Hold	2,847	–	–	0.17%	114
2025 Q1	$298K	Hold	2,847	–	–	0.17%	114
2024 Q4	$328K	Buy	2,847 +51	+2%	+$5.88K	0.19%	106
2024 Q3	$327K	Sell	2,796 -284	-9%	-$33.2K	0.18%	112
2024 Q2	$329K	Hold	3,080	–	–	0.19%	110
2024 Q1	$340K	Hold	3,080	–	–	0.2%	110
2023 Q4	$333K	Hold	3,080	–	–	0.21%	109
2023 Q3	$291K	Hold	3,080	–	–	0.19%	113
2023 Q2	$307K	Sell	3,080 -470	-13%	-$46.8K	0.19%	112
2023 Q1	$343K	Hold	3,550	–	–	0.21%	106
2022 Q4	$336K	Sell	3,550 -4,052	-53%	-$383K	0.21%	107
2022 Q3	$663K	Hold	7,602	–	–	0.46%	68
2022 Q2	$703K	Hold	7,602	–	–	0.46%	72
2022 Q1	$820K	Hold	7,602	–	–	0.44%	74
2021 Q4	$871K	Hold	7,602	–	–	0.46%	69
2021 Q3	$830K	Hold	7,602	–	–	0.48%	67
2021 Q2	$859K	Hold	7,602	–	–	0.48%	67
2021 Q1	$825K	Hold	7,602	–	–	0.48%	64
2020 Q4	$699K	Hold	7,602	–	–	0.47%	65
2020 Q3	$534K	Hold	7,602	–	–	0.39%	78
2020 Q2	$519K	Hold	7,602	–	–	0.38%	80
2020 Q1	$427K	Sell	7,602 -60	-0.8%	-$3.37K	0.38%	79
2019 Q4	$642K	Hold	7,662	–	–	0.43%	69
2019 Q3	$596K	Sell	7,662 -218	-3%	-$17K	0.42%	70
2019 Q2	$617K	Hold	7,880	–	–	0.44%	69
2019 Q1	$608K	Hold	7,880	–	–	0.42%	69
2018 Q4	$546K	Hold	7,880	–	–	0.42%	69
2018 Q3	$687K	Hold	7,880	–	–	0.49%	66
2018 Q2	$658K	Buy	7,880 +2,550	+48%	+$213K	0.49%	64
2018 Q1	$410K	Hold	5,330	–	–	0.32%	82
2017 Q4	$409K	Buy	+5,330	New	+$409K	0.3%	83