Pacific Sun Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $970K | Sell |
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|
2025
Q2 | $911K | Sell |
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|
2025
Q1 | $914K | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $929K | Sell |
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|
2024
Q1 | $986K | Buy |
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|
2023
Q4 | $962K | Sell |
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|
2023
Q3 | $841K | Sell |
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|
2023
Q2 | $918K | Buy |
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|
2022
Q4 | $900K | Sell |
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|
2022
Q3 | $853K | Hold |
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|
2022
Q2 | $904K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $1.05M | Buy |
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|
2020
Q3 | $685K | Buy |
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|
2020
Q2 | $666K | Sell |
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|
2020
Q1 | $559K | Buy |
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|
2019
Q4 | $763K | Sell |
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|
2019
Q3 | $710K | Buy |
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|
2019
Q2 | $687K | Buy |
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|
2018
Q2 | $607K | Buy |
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|
2018
Q1 | $525K | Buy |
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|
2017
Q4 | $323K | Buy |
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