Winch Advisory Services’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	$61.7K	Hold	496	–	–	0.01%	157
2025 Q4	$59.7K	Hold	496	–	–	0.01%	161
2025 Q3	$59K	Hold	496	–	–	0.01%	158
2025 Q2	$54.3K	Hold	496	–	–	0.01%	158
2025 Q1	$51.9K	Hold	496	–	–	0.01%	154
2024 Q4	$57.2K	Hold	496	–	–	0.01%	148
2024 Q3	$58.1K	Hold	496	–	–	0.02%	144
2024 Q2	$52.9K	Hold	496	–	–	0.02%	141
2024 Q1	$54.9K	Hold	496	–	–	0.02%	146
2023 Q4	$53.7K	Hold	496	–	–	0.02%	138
2023 Q3	$47K	Buy	+496	New	+$49.5K	0.02%	138
2017 Q3	–	Sell	-3,750	Closed	-$263K	–	302
2017 Q2	$263K	Hold	3,750	–	–	0.17%	70
2017 Q1	$259K	Hold	3,750	–	–	0.16%	73
2016 Q4	$258K	Buy	+3,750	New	+$242K	0.18%	67
2015 Q2	–	Sell	-22	Closed	-$1K	–	315
2015 Q1	$1K	Buy	+22	New	+$1.26K	﹤0.01%	298