Peterson Wealth Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3K | Hold |
140
| – | – | ﹤0.01% | 172 |
|
|
2025
Q1 | $14.6K | Sell |
140
-2,790
| -95% | -$292K | ﹤0.01% | 176 |
|
|
2024
Q4 | $338K | Sell |
2,930
-71
| -2% | -$8.18K | 0.1% | 105 |
|
|
2024
Q3 | $351K | Buy |
3,001
+12
| +0.4% | +$1.4K | 0.11% | 102 |
|
|
2024
Q2 | $319K | Sell |
2,989
-316
| -10% | -$33.7K | 0.11% | 104 |
|
|
2024
Q1 | $365K | Sell |
3,305
-381
| -10% | -$42.1K | 0.13% | 100 |
|
|
2023
Q4 | $399K | Buy |
+3,686
| New | +$399K | 0.17% | 66 |
|
|
2023
Q3 | – | Sell |
-3,735
| Closed | -$372K | – | 78 |
|
|
2023
Q2 | $372K | Buy |
3,735
+946
| +34% | +$94.3K | 0.18% | 70 |
|
|
2023
Q1 | $270K | Buy |
2,789
+195
| +8% | +$18.9K | 0.14% | 81 |
|
|
2022
Q4 | $245K | Buy |
2,594
+264
| +11% | +$25K | 0.14% | 82 |
|
|
2022
Q3 | $203K | Buy |
2,330
+84
| +4% | +$7.32K | 0.14% | 84 |
|
|
2022
Q2 | $208K | Sell |
2,246
-439
| -16% | -$40.7K | 0.15% | 84 |
|
|
2022
Q1 | $290K | Buy |
2,685
+423
| +19% | +$45.7K | 0.18% | 76 |
|
|
2021
Q4 | $259K | Buy |
+2,262
| New | +$259K | 0.17% | 76 |
|