Resurgent 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 Q1	$1.43M	Sell	11,466 -843	-7%	-$107K	0.51%	47
2025 Q4	$1.48M	Buy	12,309 +502	+4%	+$60K	0.74%	31
2025 Q3	$1.4M	Buy	11,807 +385	+3%	+$44.3K	0.69%	35
2025 Q2	$1.25M	Sell	11,422 -1,108	-9%	-$115K	0.69%	36
2025 Q1	$1.31M	Buy	12,530 +98	+0.8%	+$11.1K	0.79%	31
2024 Q4	$1.43M	Sell	12,432 -1,205	-9%	-$144K	0.84%	30
2024 Q3	$1.59M	Buy	13,637 +329	+2%	+$37.2K	0.93%	24
2024 Q2	$1.42M	Sell	13,308 -4,906	-27%	-$525K	0.88%	27
2024 Q1	$2.01M	Buy	18,214 +7,846	+76%	+$833K	1.07%	23
2023 Q4	$1.12M	Sell	10,368 -1,029	-9%	-$99.2K	0.69%	31
2023 Q3	$1.08M	Buy	11,397 +369	+3%	+$36.9K	0.73%	28
2023 Q2	$1.1M	Buy	11,028 +4,988	+83%	+$475K	0.73%	33
2023 Q1	$584K	Sell	6,040 -3,325	-36%	-$332K	0.39%	65
2022 Q4	$886K	Sell	9,365 -1,019	-10%	-$97.7K	0.47%	50
2022 Q3	$905K	Buy	10,384 +147	+1%	+$14.3K	0.61%	44
2022 Q2	$946K	Sell	10,237 -626	-6%	-$62.3K	0.61%	46
2022 Q1	$1.17M	Buy	10,863 +2,576	+31%	+$278K	0.73%	31
2021 Q4	$949K	Buy	+8,287	New	+$944K	0.76%	39