Professional Financial 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 Q2	$457K	Sell	3,082 -2,639	-46%	-$362K	0.08%	95
2026 Q1	$711K	Sell	5,721 -236	-4%	-$30K	0.14%	83
2025 Q4	$716K	Sell	5,957 -23	-0.4%	-$2.75K	0.15%	74
2025 Q3	$711K	Sell	5,980 -64	-1%	-$7.36K	0.15%	76
2025 Q2	$661K	Sell	6,044 -225	-4%	-$23.3K	0.15%	74
2025 Q1	$656K	Sell	6,269 -183	-3%	-$20.6K	0.17%	73
2024 Q4	$743K	Buy	6,452 +42	+0.7%	+$5.02K	0.19%	72
2024 Q3	$750K	Buy	6,410 +153	+2%	+$17.3K	0.19%	69
2024 Q2	$667K	Buy	6,257 +1,035	+20%	+$111K	0.18%	70
2024 Q1	$577K	Sell	5,222 -336	-6%	-$35.7K	0.17%	73
2023 Q4	$602K	Buy	5,558 +4	+0.1%	+$386	0.2%	62
2023 Q3	$524K	Sell	5,554 -262	-5%	-$26.2K	0.24%	67
2023 Q2	$580K	Sell	5,816 -1,123	-16%	-$107K	0.3%	53
2023 Q1	$749K	Buy	6,939 +871	+14%	+$87.1K	0.44%	42
2022 Q4	$574K	Sell	6,068 -155	-2%	-$14.9K	0.39%	53
2022 Q3	$543K	Buy	6,223 +19	+0.3%	+$1.85K	0.33%	51
2022 Q2	$573K	Sell	6,204 -735	-11%	-$73.1K	0.32%	58
2022 Q1	$749K	Sell	6,939 -597	-8%	-$64.4K	0.32%	54
2021 Q4	$863K	Sell	7,536 -169	-2%	-$19.3K	0.37%	49
2021 Q3	$841K	Buy	7,705 +20	+0.3%	+$2.2K	0.48%	40
2021 Q2	$866K	Buy	7,685 +10	+0.1%	+$1.11K	0.48%	40
2021 Q1	$833K	Sell	7,675 -12,328	-62%	-$1.29M	0.52%	41
2020 Q4	$1.84M	Sell	20,003 -164	-0.8%	-$13.5K	1.45%	13
2020 Q3	$1.45M	Buy	20,167 +414	+2%	+$29.7K	1.35%	16
2020 Q2	$1.35M	Sell	19,753 -5,981	-23%	-$378K	1.77%	14
2020 Q1	$1.63M	Buy	25,734 +3,639	+16%	+$271K	2.95%	8
2019 Q4	$1.85M	Buy	+22,095	New	+$1.78M	1.76%	16