SFG Wealth Management’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	$580K	Sell	4,665 -89	-2%	-$11.3K	0.24%	58
2025 Q4	$571K	Buy	4,754 +361	+8%	+$43.2K	0.22%	74
2025 Q3	$522K	Buy	4,393 +14	+0.3%	+$1.61K	0.23%	77
2025 Q2	$479K	Buy	4,379 +2,006	+85%	+$207K	0.29%	48
2025 Q1	$248K	Buy	2,373 +80	+3%	+$9.03K	0.12%	108
2024 Q4	$264K	Buy	2,293 +163	+8%	+$19.5K	0.14%	80
2024 Q3	$249K	Sell	2,130 -262	-11%	-$29.6K	0.13%	82
2024 Q2	$255K	Sell	2,392 -92	-4%	-$9.84K	0.15%	78
2024 Q1	$275K	Sell	2,484 -299	-11%	-$31.7K	0.16%	79
2023 Q4	$301K	Buy	2,783 +324	+13%	+$31.2K	0.2%	73
2023 Q3	$232K	Sell	2,459 -239	-9%	-$23.9K	0.18%	82
2023 Q2	$269K	Sell	2,698 -10	-0.4%	-$952	0.23%	75
2023 Q1	$262K	Buy	2,708 +3	+0.1%	+$300	0.29%	59
2022 Q4	$256K	Buy	2,705 +23	+0.9%	+$2.21K	0.32%	60
2022 Q3	$234K	Sell	2,682 -459	-15%	-$44.6K	0.32%	61
2022 Q2	$290K	Buy	3,141 +236	+8%	+$23.5K	0.34%	58
2022 Q1	$313K	Buy	2,905 +131	+5%	+$14.1K	0.29%	59
2021 Q4	$318K	Buy	+2,774	New	+$316K	0.28%	71