Successful Portfolios’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	Hold	2,073	–	–	0.14%	145
2025 Q4	$262K	Sell	2,073 -103	-5%	-$12.3K	0.13%	150
2025 Q3	$259K	Buy	+2,176	New	+$250K	0.15%	136
2023 Q2	–	Sell	-2,370	Closed	-$229K	–	170
2023 Q1	$229K	Sell	2,370 -301	-11%	-$30.1K	0.14%	162
2022 Q4	$253K	Sell	2,671 -563	-17%	-$54K	0.17%	150
2022 Q3	$282K	Sell	3,234 -112	-3%	-$10.9K	0.2%	133
2022 Q2	$309K	Sell	3,346 -810	-19%	-$80.6K	0.21%	124
2022 Q1	$448K	Sell	4,156 -560	-12%	-$60.4K	0.26%	102
2021 Q4	$540K	Buy	4,716 +73	+2%	+$8.32K	0.29%	89
2021 Q3	$507K	Sell	4,643 -98	-2%	-$10.8K	0.3%	85
2021 Q2	$536K	Buy	4,741 +341	+8%	+$38K	0.32%	79
2021 Q1	$478K	Buy	4,400 +1,196	+37%	+$125K	0.32%	87
2020 Q4	$294K	Sell	3,204 -2,597	-45%	-$213K	0.21%	126
2020 Q3	$407K	Buy	+5,801	New	+$416K	0.32%	85