Petix & Botte Financial’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 | $241K | Hold |
2,202
| – | – | 0.06% | 121 |
|
|
2025
Q1 | $230K | Sell |
2,202
-80
| -4% | -$8.37K | 0.06% | 119 |
|
|
2024
Q4 | $263K | Sell |
2,282
-79
| -3% | -$9.1K | 0.07% | 112 |
|
|
2024
Q3 | $276K | Sell |
2,361
-2
| -0.1% | -$234 | 0.07% | 104 |
|
|
2024
Q2 | $252K | Sell |
2,363
-86,275
| -97% | -$9.2M | 0.07% | 106 |
|
|
2024
Q1 | $9.8M | Buy |
88,638
+85,826
| +3,052% | +$9.49M | 2.43% | 14 |
|
|
2023
Q4 | $304K | Sell |
2,812
-7
| -0.2% | -$758 | 0.09% | 95 |
|
|
2023
Q3 | $266K | Sell |
2,819
-2
| -0.1% | -$189 | 0.08% | 101 |
|
|
2023
Q2 | $281K | Buy |
+2,821
| New | +$281K | 0.09% | 100 |
|
|
2022
Q2 | – | Sell |
-2,118
| Closed | -$228K | – | 88 |
|
|
2022
Q1 | $228K | Buy |
+2,118
| New | +$228K | 0.07% | 106 |
|
|
2021
Q4 | – | Sell |
-2,118
| Closed | -$231K | – | 92 |
|
|
2021
Q3 | $231K | Buy |
+2,118
| New | +$231K | 0.08% | 101 |
|