Pinnacle Financial Group’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 | $506K | Buy |
4,631
+81
| +2% | +$8.85K | 0.17% | 54 |
|
|
2025
Q1 | $476K | Buy |
4,550
+5
| +0.1% | +$523 | 0.17% | 55 |
|
|
2024
Q4 | $524K | Buy |
4,545
+246
| +6% | +$28.3K | 0.21% | 50 |
|
|
2024
Q3 | $503K | Buy |
4,299
+93
| +2% | +$10.9K | 0.2% | 45 |
|
|
2024
Q2 | $449K | Buy |
4,206
+430
| +11% | +$45.9K | 0.19% | 44 |
|
|
2024
Q1 | $417K | Hold |
3,776
| – | – | 0.18% | 48 |
|
|
2023
Q4 | $409K | Hold |
3,776
| – | – | 0.21% | 48 |
|
|
2023
Q3 | $356K | Hold |
3,776
| – | – | 0.21% | 49 |
|
|
2023
Q2 | $376K | Hold |
3,776
| – | – | 0.21% | 48 |
|
|
2023
Q1 | $365K | Hold |
3,776
| – | – | 0.22% | 49 |
|
|
2022
Q4 | $357K | Sell |
3,776
-99
| -3% | -$9.37K | 0.25% | 48 |
|
|
2022
Q3 | $338K | Sell |
3,875
-1
| -0% | -$87 | 0.29% | 41 |
|
|
2022
Q2 | $358K | Hold |
3,876
| – | – | 0.31% | 38 |
|
|
2022
Q1 | $418K | Sell |
3,876
-200
| -5% | -$21.6K | 0.34% | 35 |
|
|
2021
Q4 | $467K | Buy |
+4,076
| New | +$467K | 0.36% | 37 |
|