Stiles Financial Services’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	$327K	Hold	2,627	–	–	0.1%	144
2025 Q4	$316K	Hold	2,627	–	–	0.1%	143
2025 Q3	$312K	Hold	2,627	–	–	0.1%	147
2025 Q2	$287K	Sell	2,627 -38	-1%	-$3.93K	0.1%	148
2025 Q1	$279K	Buy	2,665 +38	+1%	+$4.29K	0.11%	144
2024 Q4	$303K	Buy	2,627 +13	+0.5%	+$1.55K	0.11%	146
2024 Q3	$306K	Buy	2,614 +2	+0.1%	+$226	0.11%	147
2024 Q2	$279K	Sell	2,612 -94	-3%	-$10.1K	0.11%	151
2024 Q1	$299K	Buy	2,706 +2	+0.1%	+$212	0.12%	139
2023 Q4	$293K	Sell	2,704 -665	-20%	-$64.1K	0.13%	135
2023 Q3	$318K	Sell	3,369 -23	-0.7%	-$2.3K	0.16%	127
2023 Q2	$338K	Buy	3,392 +4	+0.1%	+$381	0.17%	132
2023 Q1	$328K	Buy	+3,388	New	+$339K	0.18%	131
2022 Q3	–	Sell	-3,544	Closed	-$327K	–	176
2022 Q2	$327K	Buy	3,544 +23	+0.7%	+$2.29K	0.2%	121
2022 Q1	$380K	Buy	3,521 +1	+0%	+$108	0.19%	123
2021 Q4	$403K	Buy	+3,520	New	+$401K	0.19%	118