PIAS
PCA Investment Advisory Services’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 | $3.33M | Buy |
30,461
+1,752
| +6% | +$191K | 1.4% | 18 |
|
2025
Q1 | $3M | Sell |
28,709
-6,816
| -19% | -$713K | 1.59% | 15 |
|
2024
Q4 | $4.09M | Sell |
35,525
-448
| -1% | -$51.6K | 1.9% | 14 |
|
2024
Q3 | $4.21M | Sell |
35,973
-2,414
| -6% | -$282K | 1.98% | 14 |
|
2024
Q2 | $4.09M | Sell |
38,387
-2,732
| -7% | -$291K | 2.14% | 14 |
|
2024
Q1 | $4.54M | Buy |
41,119
+2,337
| +6% | +$258K | 2.55% | 9 |
|
2023
Q4 | $4.2M | Sell |
38,782
-1,409
| -4% | -$153K | 2.77% | 9 |
|
2023
Q3 | $3.79M | Sell |
40,191
-824
| -2% | -$77.7K | 2.7% | 8 |
|
2023
Q2 | $4.09M | Sell |
41,015
-2,156
| -5% | -$215K | 2.44% | 8 |
|
2023
Q1 | $4.17M | Buy |
+43,171
| New | +$4.17M | 2.95% | 8 |
|