Partners in Financial Planning’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	$400K	Buy	3,217 +920	+40%	+$117K	0.07%	87
2025 Q4	$276K	Buy	2,297 +1	+0%	+$120	0.05%	101
2025 Q3	$273K	Buy	2,296 +2	+0.1%	+$230	0.05%	99
2025 Q2	$251K	Sell	2,294 -550	-19%	-$56.9K	0.05%	98
2025 Q1	$297K	Sell	2,844 -9	-0.3%	-$1.02K	0.06%	86
2024 Q4	$329K	Sell	2,853 -196	-6%	-$23.4K	0.07%	82
2024 Q3	$357K	Buy	3,049 +2	+0.1%	+$226	0.07%	79
2024 Q2	$325K	Buy	3,047 +1	+0%	+$107	0.07%	83
2024 Q1	$337K	Buy	3,046 +820	+37%	+$87.1K	0.07%	80
2023 Q4	$241K	Buy	2,226 +3	+0.1%	+$289	0.06%	92
2023 Q3	$210K	Sell	2,223 -66	-3%	-$6.59K	0.05%	93
2023 Q2	$228K	Buy	2,289 +1	+0%	+$95	0.06%	89
2023 Q1	$221K	Buy	2,288 +2	+0.1%	+$200	0.06%	88
2022 Q4	$216K	Buy	2,286 +1	+0%	+$96	0.06%	88
2022 Q3	$228K	Buy	2,285 +2	+0.1%	+$194	0.07%	85
2022 Q2	$224K	Sell	2,283 -224	-9%	-$22.3K	0.07%	88
2022 Q1	$259K	Buy	2,507 +1	+0%	+$108	0.08%	81
2021 Q4	$267K	Buy	2,506 +21	+0.8%	+$2.39K	0.08%	81
2021 Q3	$271K	Sell	2,485 -41	-2%	-$4.51K	0.08%	77
2021 Q2	$285K	Buy	+2,526	New	+$282K	0.09%	74