Panoramic Investment Advisors’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 | – | Sell |
-2,172
| Closed | -$227K | – | 125 |
|
|
2025
Q1 | $227K | Buy |
2,172
+148
| +7% | +$15.5K | 0.15% | 104 |
|
|
2024
Q4 | $233K | Sell |
2,024
-153
| -7% | -$17.6K | 0.15% | 104 |
|
|
2024
Q3 | $255K | Buy |
+2,177
| New | +$255K | 0.18% | 101 |
|
|
2024
Q1 | $385K | Sell |
3,483
-978
| -22% | -$108K | 0.28% | 72 |
|
|
2023
Q4 | $483K | Sell |
4,461
-664
| -13% | -$71.9K | 0.42% | 57 |
|
|
2023
Q3 | $483K | Buy |
+5,125
| New | +$483K | 0.44% | 56 |
|
|
2022
Q4 | $1.15M | Buy |
+12,173
| New | +$1.15M | 1.18% | 23 |
|