Sweet Financial Partners’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
2024 Q3	$1.74M	Buy	14,840 +138	+0.9%	+$15.6K	0.38%	59
2024 Q2	$1.57M	Hold	14,702	–	–	0.36%	60
2024 Q1	$1.62M	Sell	14,702 -135	-0.9%	-$14.3K	0.38%	59
2023 Q4	$1.61M	Buy	14,837 +195	+1%	+$18.8K	0.38%	56
2023 Q3	$1.38M	Sell	14,642 -400	-3%	-$40K	0.37%	60
2023 Q2	$1.5M	Sell	15,042 -12,513	-45%	-$1.19M	0.39%	58
2023 Q1	$2.66M	Buy	27,555 +4,403	+19%	+$440K	0.74%	20
2022 Q4	$2.19M	Buy	23,152 +8,110	+54%	+$778K	0.64%	26
2022 Q3	$1.31M	Buy	15,042 +5,275	+54%	+$512K	0.42%	32
2022 Q2	$903K	Hold	9,767	–	–	0.28%	52
2022 Q1	$1.05M	Buy	9,767 +113	+1%	+$12.2K	0.28%	43
2021 Q4	$1.1M	Buy	+9,654	New	+$1.1M	0.46%	31