Panoramic Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.4M Buy
118,303
+21,951
+23% +$2.48M 9.28% 4
2025
Q1
$8.73M Buy
96,352
+12,502
+15% +$1.13M 8.99% 4
2024
Q4
$9.66M Buy
+83,850
New +$9.66M 8.49% 4