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