Peloton Wealth Strategists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Buy |
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|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $366K | Buy |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $528K | Sell |
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|
2018
Q3 | $894K | Sell |
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|
2018
Q2 | $1.08M | Buy |
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|
2018
Q1 | $943K | Buy |
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|
2017
Q4 | $742K | Buy |
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|
2017
Q3 | $663K | Buy |
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|
2017
Q2 | $550K | Buy |
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|
2016
Q1 | $477K | Sell |
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|
2015
Q4 | $472K | Buy |
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|
2015
Q3 | $449K | Buy |
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|
2015
Q2 | $493K | Sell |
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|
2015
Q1 | $555K | Buy |
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|
2014
Q4 | $531K | Sell |
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|
2014
Q3 | $554K | Buy |
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|
2014
Q2 | $330K | Sell |
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|
2014
Q1 | $563K | Buy |
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|
2013
Q4 | $514K | Buy |
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|
2013
Q3 | $455K | Buy |
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|
2013
Q2 | $409K | Buy |
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