Wealth Architects’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wealth Architects’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$53.3M	Buy	487,616 +17,411	+4%	+$1.9M	5.41%	4
2025 Q1	$49.2M	Sell	470,205 -5,717	-1%	-$598K	5.42%	4
2024 Q4	$54.8M	Buy	475,922 +12,105	+3%	+$1.39M	6.19%	3
2024 Q3	$54.2M	Buy	463,817 +24,452	+6%	+$2.86M	6.14%	3
2024 Q2	$46.9M	Buy	439,365 +13,510	+3%	+$1.44M	5.72%	3
2024 Q1	$47.1M	Buy	425,855 +7,721	+2%	+$853K	6.2%	3
2023 Q4	$45.3M	Sell	418,134 -5,279	-1%	-$571K	6.35%	3
2023 Q3	$39.9M	Buy	423,413 +8,656	+2%	+$817K	6.79%	2
2023 Q2	$41.3M	Buy	414,757 +16,723	+4%	+$1.67M	6.82%	2
2023 Q1	$38.5M	Buy	398,034 +12,001	+3%	+$1.16M	6.82%	2
2022 Q4	$36.5M	Sell	386,033 -2,566	-0.7%	-$243K	6.91%	2
2022 Q3	$33.9M	Buy	388,599 +2,208	+0.6%	+$193K	7.09%	2
2022 Q2	$35.7M	Buy	386,391 +4,178	+1%	+$386K	6.98%	2
2022 Q1	$41.2M	Buy	382,213 +2,532	+0.7%	+$273K	7.01%	3
2021 Q4	$43.5M	Buy	379,681 +19,904	+6%	+$2.28M	7.62%	2
2021 Q3	$39.3M	Sell	359,777 -20,890	-5%	-$2.28M	7.62%	2
2021 Q2	$43M	Buy	380,667 +5,328	+1%	+$602K	8.43%	2
2021 Q1	$40.7M	Sell	375,339 -37,863	-9%	-$4.11M	8.82%	2
2020 Q4	$38M	Sell	413,202 -19,785	-5%	-$1.82M	8.84%	2
2020 Q3	$30.4M	Buy	432,987 +4,859	+1%	+$341K	8.25%	2
2020 Q2	$29.2M	Buy	428,128 +11,066	+3%	+$756K	8.2%	2
2020 Q1	$23.4M	Sell	417,062 -13,915	-3%	-$781K	8.12%	2
2019 Q4	$36.1M	Buy	430,977 +11,590	+3%	+$972K	10.09%	2
2019 Q3	$32.6M	Buy	419,387 +1,456	+0.3%	+$113K	9.94%	2
2019 Q2	$32.7M	Buy	417,931 +13,661	+3%	+$1.07M	9.85%	2
2019 Q1	$31.2M	Buy	404,270 +10,929	+3%	+$843K	9.72%	2
2018 Q4	$27.3M	Buy	393,341 +13,384	+4%	+$928K	9.8%	2
2018 Q3	$33.1M	Sell	379,957 -15,838	-4%	-$1.38M	10.23%	2
2018 Q2	$33M	Sell	395,795 -17,542	-4%	-$1.46M	10.69%	2
2018 Q1	$31.8M	Buy	413,337 +3,728	+0.9%	+$287K	10.54%	2
2017 Q4	$31.5M	Sell	409,609 -3,388	-0.8%	-$260K	10.32%	2
2017 Q3	$30.7M	Buy	412,997 +6,719	+2%	+$499K	10.66%	2
2017 Q2	$28.5M	Buy	406,278 +4,973	+1%	+$349K	10.6%	2
2017 Q1	$27.8M	Sell	401,305 -5,037	-1%	-$348K	11.03%	2
2016 Q4	$27.9M	Sell	406,342 -9,332	-2%	-$642K	12.44%	2
2016 Q3	$25.8M	Buy	415,674 +642	+0.2%	+$39.9K	11.94%	2
2016 Q2	$24.1M	Buy	415,032 +19,488	+5%	+$1.13M	11.68%	2
2016 Q1	$22.3M	Buy	395,544 +18,766	+5%	+$1.06M	11.11%	2
2015 Q4	$20.7M	Buy	376,778 +15,398	+4%	+$848K	10.25%	2
2015 Q3	$19.3M	Buy	361,380 +13,228	+4%	+$705K	10.34%	2
2015 Q2	$20.5M	Buy	348,152 +988	+0.3%	+$58.2K	11.03%	2
2015 Q1	$20.5M	Sell	347,164 -15,466	-4%	-$913K	11.8%	2
2014 Q4	$20.7M	Buy	+362,630	New	+$20.7M	12.15%	2