Twin Peaks Wealth Advisors’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 | $184K | Buy |
+1,606
| New | +$184K | 0.06% | 161 |
|
|
2024
Q4 | – | Sell |
-2,639
| Closed | -$309K | – | 142 |
|
|
2024
Q3 | $309K | Sell |
2,639
-2,050
| -44% | -$240K | 0.14% | 100 |
|
|
2024
Q2 | $500K | Hold |
4,689
| – | – | 0.25% | 77 |
|
|
2024
Q1 | $518K | Buy |
4,689
+145
| +3% | +$16K | 0.29% | 68 |
|
|
2023
Q4 | $492K | Buy |
+4,544
| New | +$492K | 0.31% | 63 |
|