Pinnacle Wealth Management 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 | $1.07M | Sell |
9,765
-168
| -2% | -$18.4K | 0.61% | 38 |
|
|
2025
Q1 | $1.04M | Buy |
9,933
+479
| +5% | +$50.1K | 0.72% | 34 |
|
|
2024
Q4 | $1.09M | Sell |
9,454
-182
| -2% | -$21K | 0.68% | 37 |
|
|
2024
Q3 | $1.13M | Sell |
9,636
-22,136
| -70% | -$2.59M | 0.71% | 37 |
|
|
2024
Q2 | $3.39M | Buy |
31,772
+5,192
| +20% | +$554K | 2.29% | 15 |
|
|
2024
Q1 | $2.94M | Buy |
+26,580
| New | +$2.94M | 2.18% | 16 |
|