Pinnacle Financial Group’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
2026 Q1	$540K	Sell	4,345 -167	-4%	-$21.2K	0.15%	66
2025 Q4	$542K	Sell	4,512 -172	-4%	-$20.6K	0.16%	62
2025 Q3	$557K	Buy	4,684 +53	+1%	+$6.1K	0.17%	59
2025 Q2	$506K	Buy	4,631 +81	+2%	+$8.37K	0.17%	54
2025 Q1	$476K	Buy	4,550 +5	+0.1%	+$564	0.17%	55
2024 Q4	$524K	Buy	4,545 +246	+6%	+$29.4K	0.21%	50
2024 Q3	$503K	Buy	4,299 +93	+2%	+$10.5K	0.2%	45
2024 Q2	$449K	Buy	4,206 +430	+11%	+$46K	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%	-$9.5K	0.25%	48
2022 Q3	$338K	Sell	3,875 -1	-0%	-$97	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	+$465K	0.36%	37