Zullo Investment Group’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	$239K	Sell	1,921 -24	-1%	-$3.05K	0.09%	134
2025 Q4	$234K	Sell	1,945 -23	-1%	-$2.75K	0.09%	139
2025 Q3	$234K	Buy	1,968 +1	+0.1%	+$115	0.09%	141
2025 Q2	$215K	Sell	1,967 -75	-4%	-$7.75K	0.09%	140
2025 Q1	$213K	Sell	2,042 -56	-3%	-$6.32K	0.09%	137
2024 Q4	$242K	Sell	2,098 -74	-3%	-$8.84K	0.1%	131
2024 Q3	$254K	Hold	2,172	–	–	0.11%	133
2024 Q2	$232K	Sell	2,172 -57	-3%	-$6.1K	0.1%	138
2024 Q1	$246K	Buy	2,229 +14	+0.6%	+$1.49K	0.12%	135
2023 Q4	$240K	Sell	2,215 -305	-12%	-$29.4K	0.12%	129
2023 Q3	$238K	Sell	2,520 -62	-2%	-$6.19K	0.14%	120
2023 Q2	$257K	Buy	2,582 +1	+0%	+$95	0.15%	117
2023 Q1	$250K	Sell	2,581 -598	-19%	-$59.8K	0.16%	116
2022 Q4	$301K	Sell	3,179 -11	-0.3%	-$1.05K	0.18%	105
2022 Q3	$278K	Sell	3,190 -50	-2%	-$4.86K	0.18%	101
2022 Q2	$299K	Sell	3,240 -388	-11%	-$38.6K	0.19%	99
2022 Q1	$391K	Sell	3,628 -4	-0.1%	-$432	0.2%	95
2021 Q4	$416K	Buy	+3,632	New	+$414K	0.21%	92