Petix & Botte Financial’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	$267K	Sell	690 -1,476	-68%	-$188K	0.06%	121
2025 Q4	$260K	Buy	2,166 +2	+0.1%	+$239	0.06%	116
2025 Q3	$257K	Sell	2,164 -38	-2%	-$4.37K	0.06%	120
2025 Q2	$241K	Hold	2,202	–	–	0.06%	121
2025 Q1	$230K	Sell	2,202 -80	-4%	-$9.03K	0.06%	119
2024 Q4	$263K	Sell	2,282 -79	-3%	-$9.44K	0.07%	112
2024 Q3	$276K	Sell	2,361 -2	-0.1%	-$226	0.07%	104
2024 Q2	$252K	Sell	2,363 -86,275	-97%	-$9.23M	0.07%	106
2024 Q1	$9.8M	Buy	88,638 +85,826	+3,052%	+$9.11M	2.43%	14
2023 Q4	$304K	Sell	2,812 -7	-0.2%	-$675	0.09%	95
2023 Q3	$266K	Sell	2,819 -2	-0.1%	-$200	0.08%	101
2023 Q2	$281K	Buy	+2,821	New	+$269K	0.09%	100
2022 Q2	–	Sell	-2,118	Closed	-$228K	–	88
2022 Q1	$228K	Buy	+2,118	New	+$229K	0.07%	106
2021 Q4	–	Sell	-2,118	Closed	-$231K	–	92
2021 Q3	$231K	Buy	+2,118	New	+$233K	0.08%	101