Wealth Management 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
2026 Q1	$2.71M	Sell	21,828 -157	-0.7%	-$19.9K	0.78%	33
2025 Q4	$2.64M	Sell	21,985 -2,204	-9%	-$264K	0.75%	31
2025 Q3	$2.87M	Sell	24,189 -502	-2%	-$57.7K	0.91%	24
2025 Q2	$2.74M	Sell	24,691 -2,203	-8%	-$228K	0.97%	24
2025 Q1	$2.81M	Sell	26,894 -797	-3%	-$89.9K	1.3%	20
2024 Q4	$3.19M	Buy	27,691 +739	+3%	+$88.3K	1.38%	16
2024 Q3	$3.15M	Sell	26,952 -218	-0.8%	-$24.6K	1.46%	16
2024 Q2	$2.9M	Sell	27,170 -125	-0.5%	-$13.4K	1.41%	17
2024 Q1	$3.02M	Sell	27,295 -1,826	-6%	-$194K	1.53%	15
2023 Q4	$3.15M	Sell	29,121 -187	-0.6%	-$18K	1.76%	14
2023 Q3	$2.76M	Sell	29,308 -580	-2%	-$57.9K	1.72%	15
2023 Q2	$2.98M	Buy	29,888 +329	+1%	+$31.3K	1.87%	14
2023 Q1	$2.86M	Buy	29,559 +559	+2%	+$55.9K	2%	13
2022 Q4	$2.76M	Hold	29,000	–	–	2.3%	12
2022 Q3	$2.6M	Sell	29,000 -1,000	-3%	-$97.1K	2.29%	13
2022 Q2	$2.78M	Sell	30,000 -3,000	-9%	-$298K	2.43%	12
2022 Q1	$3.52M	Buy	33,000 +2,000	+6%	+$216K	2.51%	12
2021 Q4	$3.51M	Buy	31,000 +1,053	+4%	+$120K	2.41%	11
2021 Q3	$3.27M	Sell	29,947 -123	-0.4%	-$13.5K	2.42%	11
2021 Q2	$3.4M	Buy	30,070 +3,794	+14%	+$423K	2.37%	11
2021 Q1	$2.86M	Buy	26,276 +10,656	+68%	+$1.12M	2.13%	11
2020 Q4	$1.58M	Buy	+15,620	New	+$1.28M	1.24%	18