TCI Wealth Advisors’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 | $13M | Sell |
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|
2025
Q2 | $12.1M | Buy |
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|
2025
Q1 | $383K | Buy |
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|
2024
Q4 | $341K | Sell |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $160K | Sell |
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|
2020
Q2 | $182K | Buy |
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|
2020
Q1 | $136K | Sell |
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|
2019
Q4 | $249K | Buy |
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|
2019
Q3 | $205K | Sell |
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|
2019
Q2 | $238K | Sell |
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|
2019
Q1 | $241K | Buy |
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|
2018
Q4 | $197K | Buy |
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|
2018
Q3 | $182K | Buy |
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|
2018
Q2 | $173K | Buy |
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|
2018
Q1 | $159K | Sell |
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|
2017
Q4 | $207K | Buy |
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|
2017
Q3 | $102K | Sell |
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|
2017
Q2 | $100K | Buy |
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|
2017
Q1 | $48K | Sell |
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|
2016
Q4 | $50K | Hold |
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|
2016
Q3 | $46K | Hold |
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|
2016
Q2 | $43K | Hold |
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|
2016
Q1 | $41K | Hold |
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|
2015
Q4 | $40K | Hold |
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|
2015
Q3 | $39K | Sell |
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|
2015
Q2 | $46K | Hold |
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|
2015
Q1 | $46K | Buy |
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|
2014
Q4 | $21K | Sell |
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|
2014
Q3 | $43K | Hold |
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|
2014
Q2 | $47K | Sell |
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|
2014
Q1 | $69K | Sell |
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|
2013
Q4 | $81K | Buy |
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|
2013
Q3 | $26K | Sell |
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|
2013
Q2 | $39K | Buy |
|