S.E.E.D. Planning Group’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	$663K	Sell	5,337 -323	-6%	-$41K	0.19%	57
2025 Q4	$680K	Sell	5,660 -125	-2%	-$14.9K	0.19%	54
2025 Q3	$687K	Buy	5,785 +178	+3%	+$20.5K	0.2%	55
2025 Q2	$613K	Buy	5,607 +11	+0.2%	+$1.14K	0.19%	59
2025 Q1	$585K	Buy	5,596 +59	+1%	+$6.66K	0.2%	59
2024 Q4	$638K	Buy	5,537 +28	+0.5%	+$3.35K	0.21%	64
2024 Q3	$644K	Buy	5,509 +854	+18%	+$96.5K	0.21%	61
2024 Q2	$496K	Sell	4,655 -1,171	-20%	-$125K	0.18%	62
2024 Q1	$644K	Buy	5,826 +1,822	+46%	+$193K	0.24%	59
2023 Q4	$433K	Sell	4,004 -1,023	-20%	-$98.6K	0.17%	61
2023 Q3	$474K	Sell	5,027 -1,200	-19%	-$120K	0.18%	57
2023 Q2	$621K	Sell	6,227 -1,066	-15%	-$102K	0.22%	53
2023 Q1	$705K	Sell	7,293 -1,182	-14%	-$118K	0.27%	49
2022 Q4	$802K	Sell	8,475 -206	-2%	-$19.8K	0.35%	43
2022 Q3	$757K	Sell	8,681 -263	-3%	-$25.5K	0.35%	45
2022 Q2	$827K	Sell	8,944 -74	-0.8%	-$7.36K	0.37%	44
2022 Q1	$973K	Sell	9,018 -216	-2%	-$23.3K	0.41%	45
2021 Q4	$1.06M	Sell	9,234 -179	-2%	-$20.4K	0.46%	43
2021 Q3	$1.03M	Buy	9,413 +328	+4%	+$36.1K	0.49%	43
2021 Q2	$1.03M	Sell	9,085 -454	-5%	-$50.6K	0.51%	43
2021 Q1	$1.03M	Sell	9,539 -4,862	-34%	-$509K	0.57%	42
2020 Q4	$1.32M	Sell	14,401 -822	-5%	-$67.5K	0.79%	37
2020 Q3	$1.07M	Buy	15,223 +316	+2%	+$22.6K	0.78%	35
2020 Q2	$1.02M	Sell	14,907 -285	-2%	-$18K	0.8%	36
2020 Q1	$852K	Buy	15,192 +44	+0.3%	+$3.28K	0.83%	35
2019 Q4	$1.27M	Buy	+15,148	New	+$1.22M	1.1%	31