Sensible Money’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	$906K	Buy	7,292 +1	+0%	+$127	0.28%	27
2025 Q4	$876K	Buy	7,291 +1	+0%	+$120	0.28%	26
2025 Q3	$866K	Sell	7,290 -24	-0.3%	-$2.76K	0.29%	25
2025 Q2	$799K	Buy	7,314 +1	+0%	+$103	0.3%	26
2025 Q1	$765K	Buy	7,313 +1	+0%	+$113	0.33%	26
2024 Q4	$843K	Buy	7,312 +621	+9%	+$74.2K	0.37%	23
2024 Q3	$783K	Sell	6,691 -2,551	-28%	-$288K	0.34%	27
2024 Q2	$986K	Sell	9,242 -62	-0.7%	-$6.63K	0.48%	22
2024 Q1	$1.03M	Sell	9,304 -1,381	-13%	-$147K	0.55%	20
2023 Q4	$1.16M	Sell	10,685 -2,783	-21%	-$268K	0.69%	14
2023 Q3	$1.27M	Buy	13,468 +619	+5%	+$61.8K	0.9%	12
2023 Q2	$1.28M	Buy	12,849 +96	+0.8%	+$9.14K	0.93%	13
2023 Q1	$1.23M	Buy	12,753 +1	+0%	+$100	1.06%	12
2022 Q4	$1.21M	Buy	+12,752	New	+$1.22M	1.29%	12