Petix & Botte Financial’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 | $257K | Sell |
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|
2025
Q2 | $241K | Hold |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $9.8M | Buy |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $281K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $231K | Buy |
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