Sandbox Financial Partners’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	$6.17M	Buy	49,622 +6,227	+14%	+$791K	1.73%	17
2025 Q4	$5.22M	Buy	43,395 +2,758	+7%	+$330K	1.44%	18
2025 Q3	$4.83M	Buy	40,637 +1,466	+4%	+$169K	1.38%	17
2025 Q2	$4.28M	Buy	39,171 +37,236	+1,924%	+$3.85M	1.35%	17
2025 Q1	$202K	Sell	1,935 -387	-17%	-$43.7K	0.07%	105
2024 Q4	$268K	Buy	2,322 +15	+0.7%	+$1.79K	0.09%	93
2024 Q3	$270K	Buy	2,307 +105	+5%	+$11.9K	0.1%	90
2024 Q2	$235K	Buy	2,202 +75	+4%	+$8.02K	0.09%	90
2024 Q1	$235K	Buy	2,127 +162	+8%	+$17.2K	0.1%	88
2023 Q4	$213K	Buy	+1,965	New	+$189K	0.1%	84
2022 Q1	–	Sell	-3,075	Closed	-$352K	–	102
2021 Q4	$352K	Buy	3,075 +186	+6%	+$21.2K	0.22%	57
2021 Q3	$315K	Buy	2,889 +102	+4%	+$11.2K	0.22%	63
2021 Q2	$315K	Buy	+2,787	New	+$311K	0.23%	59