True Link 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	$130K	Sell	1,045 -2,656	-72%	-$337K	0.01%	124
2025 Q4	$445K	Buy	3,701 +152	+4%	+$18.2K	0.03%	61
2025 Q3	$422K	Buy	3,549 +1,077	+44%	+$124K	0.03%	57
2025 Q2	$270K	Sell	2,472 -3,260	-57%	-$337K	0.02%	73
2025 Q1	$599K	Buy	5,732 +1,447	+34%	+$163K	0.04%	46
2024 Q4	$494K	Buy	4,285 +398	+10%	+$47.5K	0.04%	39
2024 Q3	$455K	Hold	3,887	–	–	0.04%	41
2024 Q2	$415K	Sell	3,887 -700	-15%	-$74.9K	0.04%	42
2024 Q1	$507K	Buy	4,587 +1,364	+42%	+$145K	0.05%	42
2023 Q4	$349K	Sell	3,223 -2,498	-44%	-$241K	0.04%	46
2023 Q3	$540K	Sell	5,721 -850	-13%	-$84.9K	0.06%	73
2023 Q2	$655K	Sell	6,571 -8,232	-56%	-$784K	0.08%	70
2023 Q1	$1.43M	Sell	14,803 -344	-2%	-$34.4K	0.18%	42
2022 Q4	$1.43M	Sell	15,147 -397	-3%	-$38.1K	0.19%	39
2022 Q3	$1.35M	Buy	15,544 +1,029	+7%	+$99.9K	0.2%	45
2022 Q2	$1.34M	Sell	14,515 -9,298	-39%	-$925K	0.2%	50
2022 Q1	$2.57M	Buy	23,813 +13,926	+141%	+$1.5M	0.37%	24
2021 Q4	$1.13M	Buy	9,887 +2,210	+29%	+$252K	0.15%	68
2021 Q3	$838K	Buy	7,677 +36	+0.5%	+$3.96K	0.12%	78
2021 Q2	$863K	Sell	7,641 -2	-0%	-$223	0.13%	65
2021 Q1	$829K	Buy	7,643 +214	+3%	+$22.4K	0.12%	76
2020 Q4	$683K	Buy	+7,429	New	+$610K	0.11%	84