Perfromance Wealth Partners’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
Q4 | $200K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $630K | Hold |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $560K | Hold |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $576K | Sell |
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|
2022
Q4 | $564K | Sell |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $706K | Sell |
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|
2021
Q4 | $866K | Buy |
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