Peachtree Investment 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 | $7.32K | Hold |
67
| – | – | ﹤0.01% | 120 |
|
|
2025
Q1 | $7.01K | Hold |
67
| – | – | ﹤0.01% | 117 |
|
|
2024
Q4 | $7.72K | Hold |
67
| – | – | ﹤0.01% | 102 |
|
|
2024
Q3 | $7.84K | Sell |
67
-13
| -16% | -$1.52K | ﹤0.01% | 106 |
|
|
2024
Q2 | $8.53K | Buy |
80
+13
| +19% | +$1.39K | ﹤0.01% | 93 |
|
|
2024
Q1 | $7.41K | Hold |
67
| – | – | ﹤0.01% | 94 |
|
|
2023
Q4 | $7.25K | Hold |
67
| – | – | ﹤0.01% | 101 |
|
|
2023
Q3 | $6.32K | Buy |
+67
| New | +$6.32K | ﹤0.01% | 100 |
|
|
2022
Q1 | – | Sell |
-282
| Closed | -$32K | – | 103 |
|
|
2021
Q4 | $32K | Buy |
282
+30
| +12% | +$3.4K | 0.01% | 93 |
|
|
2021
Q3 | $28K | Hold |
252
| – | – | 0.01% | 82 |
|
|
2021
Q2 | $28K | Buy |
252
+1
| +0.4% | +$111 | 0.01% | 85 |
|
|
2021
Q1 | $27K | Hold |
251
| – | – | 0.02% | 82 |
|
|
2020
Q4 | $23K | Buy |
+251
| New | +$23K | 0.01% | 79 |
|