Summit Investment Advisory 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	$1.46M	Sell	11,727 -8	-0.1%	-$1.02K	0.54%	25
2025 Q4	$1.41M	Buy	11,735 +2,015	+21%	+$241K	0.53%	23
2025 Q3	$1.15M	Sell	9,720 -616	-6%	-$70.8K	0.46%	25
2025 Q2	$1.13M	Sell	10,336 -71	-0.7%	-$7.34K	0.49%	23
2025 Q1	$1.09M	Sell	10,407 -345	-3%	-$38.9K	0.53%	23
2024 Q4	$1.24M	Buy	10,752 +62	+0.6%	+$7.41K	0.64%	24
2024 Q3	$1.25M	Buy	+10,690	New	+$1.21M	0.66%	24
2024 Q2	–	Sell	-12,993	Closed	-$1.44M	–	65
2024 Q1	$1.44M	Buy	12,993 +49	+0.4%	+$5.2K	0.85%	19
2023 Q4	$1.4M	Hold	12,944	–	–	0.88%	17
2023 Q3	$1.22M	Buy	12,944 +323	+3%	+$32.3K	0.91%	17
2023 Q2	$1.26M	Buy	12,621 +14	+0.1%	+$1.33K	0.83%	17
2023 Q1	$1.22M	Sell	12,607 -1,647	-12%	-$165K	0.87%	16
2022 Q4	$1.35M	Buy	+14,254	New	+$1.37M	1.63%	11