Premier Path Wealth 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 | $7.75M | Buy |
70,931
+3,602
| +5% | +$394K | 1.08% | 21 |
|
|
2025
Q1 | $7.04M | Buy |
67,329
+4,274
| +7% | +$447K | 1.1% | 20 |
|
|
2024
Q4 | $7.27M | Buy |
63,055
+1,166
| +2% | +$134K | 1.11% | 20 |
|
|
2024
Q3 | $7.24M | Buy |
61,889
+2,271
| +4% | +$266K | 1.14% | 18 |
|
|
2024
Q2 | $6.36M | Buy |
59,618
+2,796
| +5% | +$298K | 1.08% | 20 |
|
|
2024
Q1 | $6.28M | Buy |
56,822
+9,118
| +19% | +$1.01M | 1.18% | 19 |
|
|
2023
Q4 | $5.22M | Buy |
+47,704
| New | +$5.22M | 1.16% | 18 |
|