Platform Technology 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
Q2 | $223K | Buy |
+2,042
| New | +$223K | 0.06% | 231 |
|
2025
Q1 | – | Sell |
-1,832
| Closed | -$211K | – | 239 |
|
2024
Q4 | $211K | Buy |
+1,832
| New | +$211K | 0.06% | 205 |
|
2022
Q3 | – | Sell |
-3,105
| Closed | -$287K | – | 201 |
|
2022
Q2 | $287K | Sell |
3,105
-1,243
| -29% | -$115K | 0.16% | 138 |
|
2022
Q1 | $469K | Sell |
4,348
-137
| -3% | -$14.8K | 0.23% | 114 |
|
2021
Q4 | $514K | Buy |
4,485
+1
| +0% | +$115 | 0.23% | 113 |
|
2021
Q3 | $490K | Buy |
4,484
+1
| +0% | +$109 | 0.22% | 118 |
|
2021
Q2 | $507K | Buy |
+4,483
| New | +$507K | 0.21% | 128 |
|