Penobscot Wealth Management’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 | $361K | Sell |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $393K | Buy |
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|
2024
Q4 | $386K | Buy |
|
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|
2024
Q3 | $385K | Buy |
|
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|
2024
Q2 | $347K | Sell |
|
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|
2024
Q1 | $377K | Buy |
|
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|
2023
Q4 | $361K | Buy |
|
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $253K | Buy |
|
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|
2023
Q1 | $239K | Buy |
|
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $301K | Sell |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $332K | Buy |
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