Pin Oak Investment Advisors’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 | $108K | Hold |
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|
2025
Q2 | $95K | Hold |
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|
2025
Q1 | $95K | Sell |
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|
2024
Q4 | $130K | Hold |
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|
2024
Q3 | $129K | Buy |
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|
2024
Q2 | $97K | Sell |
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|
2024
Q1 | $130K | Hold |
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|
2023
Q4 | $127K | Hold |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $111K | Buy |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $105K | Sell |
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|
2021
Q4 | $113K | Hold |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $112K | Buy |
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $89K | Hold |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $66K | Sell |
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|
2020
Q1 | $88K | Buy |
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|
2019
Q4 | $110K | Sell |
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|
2019
Q3 | $139K | Hold |
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|
2019
Q2 | $140K | Sell |
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|
2019
Q1 | $139K | Buy |
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|
2018
Q4 | $76K | Buy |
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|
2018
Q3 | $52K | Hold |
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|
2018
Q2 | $50K | Hold |
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|
2018
Q1 | $46K | Hold |
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|
2017
Q4 | $46K | Buy |
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