Pinnacle Financial Partners’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
Q1 | $19.4M | Buy |
185,375
+6,680
| +4% | +$699K | 0.39% | 66 |
|
|
2024
Q4 | $20.6M | Buy |
178,695
+2,262
| +1% | +$261K | 0.42% | 59 |
|
|
2024
Q3 | $20.6M | Buy |
176,433
+217
| +0.1% | +$25.4K | 0.41% | 65 |
|
|
2024
Q2 | $18.8M | Sell |
176,216
-4,125
| -2% | -$440K | 0.4% | 66 |
|
|
2024
Q1 | $19.9M | Buy |
180,341
+5,466
| +3% | +$604K | 0.43% | 64 |
|
|
2023
Q4 | $18.9M | Sell |
174,875
-1,051
| -0.6% | -$114K | 0.45% | 58 |
|
|
2023
Q3 | $16.6M | Buy |
175,926
+16,022
| +10% | +$1.51M | 0.43% | 64 |
|
|
2023
Q2 | $15.9M | Buy |
159,904
+15,161
| +10% | +$1.51M | 0.4% | 68 |
|
|
2023
Q1 | $14M | Buy |
144,743
+13,811
| +11% | +$1.34M | 0.38% | 78 |
|
|
2022
Q4 | $12.4M | Sell |
130,932
-1,442
| -1% | -$136K | 0.36% | 82 |
|
|
2022
Q3 | $11.5M | Buy |
132,374
+1,672
| +1% | +$146K | 0.42% | 73 |
|
|
2022
Q2 | $12.1M | Buy |
130,702
+7,930
| +6% | +$733K | 0.43% | 72 |
|
|
2022
Q1 | $13.2M | Buy |
122,772
+15,166
| +14% | +$1.64M | 0.42% | 70 |
|
|
2021
Q4 | $12.3M | Sell |
107,606
-1,210
| -1% | -$139K | 0.38% | 80 |
|
|
2021
Q3 | $11.9M | Buy |
108,816
+4,033
| +4% | +$440K | 0.42% | 73 |
|
|
2021
Q2 | $11.8M | Sell |
104,783
-822
| -0.8% | -$92.9K | 0.48% | 69 |
|
|
2021
Q1 | $11.5M | Buy |
105,605
+2,401
| +2% | +$261K | 0.52% | 57 |
|
|
2020
Q4 | $9.48M | Sell |
103,204
-4,535
| -4% | -$417K | 0.47% | 67 |
|
|
2020
Q3 | $7.57M | Buy |
107,739
+655
| +0.6% | +$46K | 0.41% | 74 |
|
|
2020
Q2 | $7.31M | Buy |
107,084
+5,072
| +5% | +$346K | 0.42% | 71 |
|
|
2020
Q1 | $5.72M | Sell |
102,012
-18,416
| -15% | -$1.03M | 0.4% | 78 |
|
|
2019
Q4 | $10.1M | Sell |
120,428
-1,489
| -1% | -$125K | 0.63% | 49 |
|
|
2019
Q3 | $9.49M | Buy |
121,917
+963
| +0.8% | +$75K | 0.68% | 44 |
|
|
2019
Q2 | $9.47M | Buy |
120,954
+4,825
| +4% | +$378K | 0.71% | 40 |
|
|
2019
Q1 | $8.96M | Sell |
116,129
-8,228
| -7% | -$635K | 0.72% | 42 |
|
|
2018
Q4 | $8.62M | Buy |
124,357
+11,670
| +10% | +$809K | 0.82% | 36 |
|
|
2018
Q3 | $9.83M | Buy |
112,687
+3,512
| +3% | +$306K | 0.83% | 34 |
|
|
2018
Q2 | $9.11M | Buy |
109,175
+2,726
| +3% | +$228K | 0.87% | 30 |
|
|
2018
Q1 | $8.2M | Buy |
106,449
+7,193
| +7% | +$554K | 0.83% | 31 |
|
|
2017
Q4 | $7.62M | Buy |
99,256
+2,050
| +2% | +$157K | 0.8% | 33 |
|
|
2017
Q3 | $7.22M | Buy |
97,206
+9,593
| +11% | +$712K | 0.93% | 26 |
|
|
2017
Q2 | $6.14M | Sell |
87,613
-3,914
| -4% | -$274K | 0.87% | 30 |
|
|
2017
Q1 | $6.33M | Sell |
91,527
-701
| -0.8% | -$48.5K | 1.25% | 16 |
|
|
2016
Q4 | $6.34M | Buy |
92,228
+1,358
| +1% | +$93.4K | 1.37% | 14 |
|
|
2016
Q3 | $5.53M | Hold |
90,870
| – | – | 1.24% | 17 |
|
|
2016
Q2 | $5.52M | Buy |
90,870
+4,840
| +6% | +$294K | 1.27% | 17 |
|
|
2016
Q1 | $4.84M | Buy |
86,030
+11,206
| +15% | +$631K | 1.24% | 19 |
|
|
2015
Q4 | $4.12M | Buy |
74,824
+7,106
| +10% | +$391K | 1.28% | 16 |
|
|
2015
Q3 | $3.61M | Buy |
67,718
+4,016
| +6% | +$214K | 1.13% | 22 |
|
|
2015
Q2 | $3.76M | Buy |
63,702
+2,432
| +4% | +$143K | 1.19% | 19 |
|
|
2015
Q1 | $3.62M | Buy |
61,270
+11,292
| +23% | +$666K | 1.21% | 21 |
|
|
2014
Q4 | $2.85M | Buy |
49,978
+20,604
| +70% | +$1.18M | 0.99% | 34 |
|
|
2014
Q3 | $1.53M | Buy |
29,374
+6,856
| +30% | +$358K | 0.58% | 59 |
|
|
2014
Q2 | $1.26M | Buy |
22,518
+3,982
| +21% | +$223K | 0.5% | 66 |
|
|
2014
Q1 | $1.02M | Buy |
18,536
+3,930
| +27% | +$216K | 0.46% | 73 |
|
|
2013
Q4 | $797K | Buy |
14,606
+7,130
| +95% | +$389K | 0.36% | 84 |
|
|
2013
Q3 | $373K | Buy |
7,476
+186
| +3% | +$9.28K | 0.19% | 106 |
|
|
2013
Q2 | $329K | Buy |
+7,290
| New | +$329K | 0.17% | 103 |
|