Souders 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	$256K	Sell	2,058 -134	-6%	-$17K	0.03%	197
2025 Q4	$263K	Sell	2,192 -56	-2%	-$6.7K	0.03%	189
2025 Q3	$267K	Sell	2,248 -1,932	-46%	-$222K	0.03%	178
2025 Q2	$457K	Sell	4,180 -2,417	-37%	-$250K	0.06%	138
2025 Q1	$690K	Sell	6,597 -31,402	-83%	-$3.54M	0.1%	115
2024 Q4	$4.38M	Sell	37,999 -2,165	-5%	-$259K	0.61%	39
2024 Q3	$4.7M	Sell	40,164 -40,694	-50%	-$4.6M	0.65%	42
2024 Q2	$8.62M	Buy	80,858 +2,887	+4%	+$309K	1.3%	21
2024 Q1	$8.62M	Buy	77,971 +3,080	+4%	+$327K	1.36%	20
2023 Q4	$8.11M	Buy	74,891 +2,941	+4%	+$283K	1.39%	19
2023 Q3	$6.79M	Buy	71,950 +2,497	+4%	+$249K	1.3%	21
2023 Q2	$6.92M	Buy	69,453 +34,734	+100%	+$3.31M	1.32%	20
2023 Q1	$3.36M	Buy	34,719 +10,339	+42%	+$1.03M	0.71%	40
2022 Q4	$2.31M	Buy	24,380 +1,570	+7%	+$151K	0.53%	61
2022 Q3	$1.99M	Buy	22,810 +1,599	+8%	+$155K	0.54%	61
2022 Q2	$1.96M	Buy	21,211 +1,984	+10%	+$197K	0.56%	55
2022 Q1	$2.07M	Buy	19,227 +831	+5%	+$89.7K	0.6%	51
2021 Q4	$2.11M	Buy	18,396 +1,256	+7%	+$143K	0.6%	53
2021 Q3	$1.87M	Buy	17,140 +1,001	+6%	+$110K	0.6%	52
2021 Q2	$1.82M	Sell	16,139 -583	-3%	-$65K	0.61%	51
2021 Q1	$1.81M	Buy	16,722 +399	+2%	+$41.8K	0.71%	45
2020 Q4	$1.5M	Buy	16,323 +208	+1%	+$17.1K	0.65%	45
2020 Q3	$1.32M	Sell	16,115 -313	-2%	-$22.4K	0.62%	47
2020 Q2	$1.12M	Buy	16,428 +2,189	+15%	+$138K	0.64%	47
2020 Q1	$799K	Buy	+14,239	New	+$1.06M	0.71%	38