Peterson Wealth Services’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 | $16.6K | Buy |
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|
2025
Q2 | $15.3K | Hold |
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|
2025
Q1 | $14.6K | Sell |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $351K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $259K | Buy |
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