Premier Path Wealth Partners’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
$8.59M Buy
2025
Q2
$7.75M Buy
2025
Q1
$7.04M Buy
2024
Q4
$7.27M Buy
2024
Q3
$7.24M Buy
2024
Q2
$6.36M Buy
2024
Q1
$6.28M Buy
2023
Q4
$5.22M Buy