West Michigan 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	$476K	Buy	3,833 +7	+0.2%	+$889	0.1%	183
2025 Q4	$460K	Buy	3,826 +318	+9%	+$38K	0.11%	170
2025 Q3	$417K	Sell	3,508 -106	-3%	-$12.2K	0.1%	166
2025 Q2	$395K	Buy	3,614 +61	+2%	+$6.31K	0.11%	136
2025 Q1	$372K	Sell	3,553 -392	-10%	-$44.2K	0.12%	131
2024 Q4	$455K	Sell	3,945 -152	-4%	-$18.2K	0.14%	116
2024 Q3	$479K	Buy	4,097 +130	+3%	+$14.7K	0.14%	112
2024 Q2	$423K	Buy	3,967 +459	+13%	+$49.1K	0.13%	114
2024 Q1	$388K	Buy	3,508 +310	+10%	+$32.9K	0.13%	113
2023 Q4	$346K	Sell	3,198 -189	-6%	-$18.2K	0.13%	99
2023 Q3	$319K	Buy	3,387 +140	+4%	+$14K	0.17%	99
2023 Q2	$324K	Sell	3,247 -118	-4%	-$11.2K	0.13%	143
2023 Q1	$325K	Buy	3,365 +988	+42%	+$98.8K	0.18%	92
2022 Q4	$225K	Sell	2,377 -19,558	-89%	-$1.88M	0.16%	102
2022 Q3	$1.91M	Buy	21,935 +626	+3%	+$60.8K	1.67%	15
2022 Q2	$1.97M	Sell	21,309 -18,660	-47%	-$1.86M	1.69%	12
2022 Q1	$4.31M	Buy	39,969 +36,996	+1,244%	+$3.99M	2.91%	8
2021 Q4	$340K	Buy	+2,973	New	+$339K	0.25%	76