Wealth Effects’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	$843K	Buy	6,781 +600	+10%	+$76.2K	0.3%	70
2025 Q4	$743K	Buy	6,181 +200	+3%	+$23.9K	0.23%	75
2025 Q3	$711K	Sell	5,981 -251	-4%	-$28.9K	0.23%	80
2025 Q2	$681K	Sell	6,232 -664	-10%	-$68.6K	0.25%	77
2025 Q1	$721K	Sell	6,896 -71	-1%	-$8.01K	0.3%	66
2024 Q4	$803K	Buy	6,967 +319	+5%	+$38.1K	0.29%	69
2024 Q3	$778K	Buy	6,648 +300	+5%	+$33.9K	0.27%	76
2024 Q2	$677K	Sell	6,348 -621	-9%	-$66.4K	0.25%	81
2024 Q1	$770K	Sell	6,969 -1,306	-16%	-$139K	0.28%	74
2023 Q4	$896K	Buy	8,275 +1,529	+23%	+$147K	0.34%	68
2023 Q3	$636K	Hold	6,746	–	–	0.31%	76
2023 Q2	$672K	Sell	6,746 -12	-0.2%	-$1.14K	0.3%	73
2023 Q1	$653K	Sell	6,758 -798	-11%	-$79.8K	0.33%	72
2022 Q4	$715K	Buy	+7,556	New	+$725K	0.41%	58