Peak Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.07M | Sell |
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|
2025
Q4 | $1.05M | Buy |
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|
2025
Q3 | $609K | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.1M | Buy |
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|
2021
Q4 | $2.95M | Buy |
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|
2021
Q3 | $2.56M | Buy |
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