Pinnacle Wealth Management Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.1M | Sell |
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|
2025
Q2 | $19.5M | Buy |
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|
2025
Q1 | $18.1M | Sell |
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|
2024
Q4 | $20.4M | Buy |
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|
2024
Q3 | $20.5M | Buy |
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|
2024
Q2 | $18.7M | Buy |
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|
2024
Q1 | $18.5M | Sell |
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|
2023
Q4 | $18.5M | Sell |
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|
2023
Q3 | $16.6M | Sell |
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|
2023
Q2 | $18.8M | Buy |
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|
2023
Q1 | $16.6M | Sell |
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|
2022
Q4 | $16.4M | Buy |
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|
2022
Q3 | $12.2M | Buy |
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|
2022
Q2 | $12.4M | Buy |
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|
2022
Q1 | $5.19M | Buy |
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|
2021
Q4 | $3.8M | Sell |
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|
2021
Q3 | $3.63M | Sell |
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|
2021
Q2 | $3.87M | Sell |
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|
2021
Q1 | $3.79M | Sell |
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|
2020
Q4 | $3.31M | Buy |
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|
2020
Q3 | $2.48M | Buy |
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|
2020
Q2 | $2.29M | Sell |
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|
2020
Q1 | $2.08M | Sell |
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|
2019
Q4 | $4.09M | Sell |
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|
2019
Q3 | $4.04M | Buy |
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|
2019
Q2 | $3.88M | Buy |
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|
2019
Q1 | $3.76M | Buy |
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|
2018
Q4 | $2.85M | Buy |
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|
2018
Q3 | $3.26M | Buy |
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|
2018
Q2 | $2.36M | Buy |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $858K | Buy |
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|
2017
Q1 | $688K | Buy |
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|
2016
Q4 | $587K | Buy |
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|
2016
Q3 | $388K | Buy |
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|
2016
Q2 | $203K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $246K | Buy |
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