SC&H 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	$874K	Sell	7,027 -4	-0.1%	-$508	0.13%	71
2025 Q4	$845K	Buy	7,031 +19	+0.3%	+$2.27K	0.13%	73
2025 Q3	$833K	Sell	7,012 -267	-4%	-$30.7K	0.14%	75
2025 Q2	$796K	Sell	7,279 -169	-2%	-$17.5K	0.14%	79
2025 Q1	$779K	Buy	7,448 +11	+0.1%	+$1.24K	0.15%	75
2024 Q4	$857K	Sell	7,437 -348	-4%	-$41.6K	0.18%	70
2024 Q3	$911K	Buy	7,785 +4	+0.1%	+$452	0.2%	67
2024 Q2	$830K	Sell	7,781 -151	-2%	-$16.2K	0.2%	67
2024 Q1	$877K	Buy	7,932 +119	+2%	+$12.6K	0.23%	65
2023 Q4	$846K	Buy	7,813 +42	+0.5%	+$4.05K	0.24%	64
2023 Q3	$733K	Sell	7,771 -58	-0.7%	-$5.79K	0.24%	69
2023 Q2	$780K	Buy	7,829 +20	+0.3%	+$1.9K	0.26%	69
2023 Q1	$755K	Sell	7,809 -5,327	-41%	-$533K	0.28%	67
2022 Q4	$1.24M	Sell	13,136 -287	-2%	-$27.5K	0.52%	37
2022 Q3	$1.17M	Buy	13,423 +332	+3%	+$32.2K	0.59%	36
2022 Q2	$1.21M	Sell	13,091 -1,359	-9%	-$135K	0.56%	40
2022 Q1	$1.56M	Buy	14,450 +6,329	+78%	+$683K	0.74%	29
2021 Q4	$930K	Buy	+8,121	New	+$926K	0.51%	45