Relaxing Retirement Coach’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
2023 Q2	$386K	Buy	+3,874	New	+$369K	0.12%	54
2022 Q3	–	Sell	-2,226	Closed	-$206K	–	55
2022 Q2	$206K	Sell	2,226 -406	-15%	-$40.4K	0.1%	54
2022 Q1	$284K	Buy	2,632 +2	+0.1%	+$216	0.15%	45
2021 Q4	$301K	Sell	2,630 -157	-6%	-$17.9K	0.17%	43
2021 Q3	$304K	Hold	2,787	–	–	0.25%	41
2021 Q2	$315K	Sell	2,787 -851	-23%	-$94.9K	0.27%	39
2021 Q1	$395K	Sell	3,638 -9,109	-71%	-$953K	0.45%	35
2020 Q4	$1.17M	Sell	12,747 -54,933	-81%	-$4.51M	1.28%	27
2020 Q3	$4.75M	Buy	67,680 +17,189	+34%	+$1.23M	2.07%	19
2020 Q2	$3.45M	Sell	50,491 -31,580	-38%	-$1.99M	2.43%	18
2020 Q1	$4.61M	Sell	82,071 -53,961	-40%	-$4.02M	2.84%	15
2019 Q4	$11.4M	Buy	136,032 +2,205	+2%	+$177K	3.34%	15
2019 Q3	$10.4M	Buy	133,827 +3,081	+2%	+$239K	3.22%	17
2019 Q2	$10.2M	Buy	130,746 +2,045	+2%	+$159K	3.13%	17
2019 Q1	$9.93M	Buy	128,701 +8,055	+7%	+$619K	3.09%	17
2018 Q4	$8.36M	Sell	120,646 -667	-0.5%	-$51.5K	2.83%	17
2018 Q3	$10.6M	Sell	121,313 -3,099	-2%	-$271K	3.17%	14
2018 Q2	$10.4M	Buy	124,412 +21,563	+21%	+$1.76M	3.2%	14
2018 Q1	$7.92M	Buy	102,849 +39,514	+62%	+$3.08M	2.5%	18
2017 Q4	$4.86M	Buy	+63,335	New	+$4.77M	1.58%	27