PSP
Pacific Sage Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
2,551
+277
| +12% | +$30.3K | 0.06% | 84 |
|
|
2025
Q1 | $238K | Buy |
2,274
+183
| +9% | +$19.1K | 0.05% | 89 |
|
|
2024
Q4 | $241K | Buy |
2,091
+119
| +6% | +$13.7K | 0.05% | 88 |
|
|
2024
Q3 | $231K | Hold |
1,972
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $210K | Hold |
1,972
| – | – | 0.05% | 94 |
|
|
2024
Q1 | $218K | Hold |
1,972
| – | – | 0.06% | 87 |
|
|
2023
Q4 | $213K | Buy |
+1,972
| New | +$213K | 0.06% | 83 |
|