SPI
Santori & Peters Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
23,234
+455
| +2% | +$49.7K | 0.92% | 13 |
|
|
2025
Q1 | $2.38M | Sell |
22,779
-660
| -3% | -$69K | 0.96% | 13 |
|
|
2024
Q4 | $2.7M | Buy |
23,439
+404
| +2% | +$46.5K | 1.03% | 13 |
|
|
2024
Q3 | $2.69M | Buy |
23,035
+108
| +0.5% | +$12.6K | 1.07% | 14 |
|
|
2024
Q2 | $2.45M | Buy |
22,927
+30
| +0.1% | +$3.2K | 1.04% | 14 |
|
|
2024
Q1 | $2.53M | Buy |
22,897
+287
| +1% | +$31.7K | 1.09% | 13 |
|
|
2023
Q4 | $2.45M | Buy |
22,610
+468
| +2% | +$50.7K | 1.16% | 13 |
|
|
2023
Q3 | $2.09M | Sell |
22,142
-177
| -0.8% | -$16.7K | 1.12% | 14 |
|
|
2023
Q2 | $2.22M | Sell |
22,319
-39
| -0.2% | -$3.89K | 1.12% | 14 |
|
|
2023
Q1 | $2.16M | Sell |
22,358
-184
| -0.8% | -$17.8K | 1.16% | 15 |
|
|
2022
Q4 | $2.13M | Sell |
22,542
-22
| -0.1% | -$2.08K | 1.25% | 12 |
|
|
2022
Q3 | $1.97M | Sell |
22,564
-676
| -3% | -$58.9K | 1.32% | 12 |
|
|
2022
Q2 | $2.15M | Buy |
+23,240
| New | +$2.15M | 1.39% | 12 |
|
|
2018
Q1 | – | Sell |
-316
| Closed | -$23K | – | 288 |
|
|
2017
Q4 | $23K | Buy |
+316
| New | +$23K | 0.02% | 176 |
|