Sheets Smith Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sheets Smith Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.61M	Sell	37,837 -803	-2%	-$110K	0.56%	44
2026 Q1	$4.8M	Buy	38,640 +646	+2%	+$82.1K	0.54%	46
2025 Q4	$4.57M	Buy	37,994 +353	+0.9%	+$42.2K	0.5%	46
2025 Q3	$4.47M	Sell	37,641 -515	-1%	-$59.2K	0.51%	45
2025 Q2	$4.17M	Buy	38,156 +505	+1%	+$52.2K	0.49%	51
2025 Q1	$3.94M	Sell	37,651 -3,176	-8%	-$358K	0.49%	54
2024 Q4	$4.7M	Sell	40,827 -492	-1%	-$58.8K	0.57%	45
2024 Q3	$4.83M	Sell	41,319 -689	-2%	-$77.8K	0.59%	44
2024 Q2	$4.48M	Buy	42,008 +47	+0.1%	+$5.03K	0.54%	49
2024 Q1	$4.64M	Sell	41,961 -1,061	-2%	-$113K	0.52%	47
2023 Q4	$4.66M	Sell	43,022 -2,800	-6%	-$270K	0.66%	40
2023 Q3	$4.32M	Sell	45,822 -2,230	-5%	-$223K	0.66%	38
2023 Q2	$4.79M	Sell	48,052 -1,126	-2%	-$107K	0.7%	36
2023 Q1	$4.76M	Sell	49,178 -2,155	-4%	-$215K	0.73%	34
2022 Q4	$4.86M	Buy	51,333 +693	+1%	+$66.5K	0.76%	36
2022 Q3	$4.42M	Buy	50,640 +1,944	+4%	+$189K	0.74%	35
2022 Q2	$4.5M	Buy	48,696 +33,124	+213%	+$3.29M	0.74%	36
2022 Q1	$1.68M	Sell	15,572 -395	-2%	-$42.6K	0.23%	99
2021 Q4	$1.83M	Sell	15,967 -2,220	-12%	-$253K	0.23%	103
2021 Q3	$1.99M	Sell	18,187 -230	-1%	-$25.3K	0.27%	93
2021 Q2	$2.08M	Sell	18,417 -78	-0.4%	-$8.7K	0.28%	88
2021 Q1	$2.01M	Sell	18,495 -20,421	-52%	-$2.14M	0.3%	87
2020 Q4	$3.58M	Sell	38,916 -7,507	-16%	-$617K	0.54%	47
2020 Q3	$3.26M	Sell	46,423 -110	-0.2%	-$7.88K	0.57%	45
2020 Q2	$3.18M	Buy	46,533 +23,975	+106%	+$1.51M	0.64%	40
2020 Q1	$1.27M	Buy	22,558 +18,788	+498%	+$1.4M	0.27%	91
2019 Q4	$316K	Sell	3,770 -17	-0.4%	-$1.37K	0.06%	261
2019 Q3	$295K	Buy	3,787 +200	+6%	+$15.5K	0.06%	252
2019 Q2	$281K	Buy	3,587 +1	+0%	+$78	0.06%	273
2019 Q1	$277K	Buy	3,586 +1	+0%	+$77	0.06%	279
2018 Q4	$249K	Buy	3,585 +1	+0%	+$77	0.07%	245
2018 Q3	$313K	Sell	3,584 -30	-0.8%	-$2.63K	0.06%	285
2018 Q2	$302K	Buy	3,614 +875	+32%	+$71.3K	0.07%	262
2018 Q1	$211K	Buy	+2,739	New	+$213K	0.05%	294
2014 Q1	–	Sell	-18,240	Closed	-$995K	–	265
2013 Q4	$995K	Sell	18,240 -320	-2%	-$16.7K	0.27%	92
2013 Q3	$926K	Hold	18,560	–	–	0.3%	87
2013 Q2	$838K	Buy	+18,560	New	+$822K	0.28%	95