TCV Trust & Wealth Management’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
Q2 | $1.15M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.48M | Hold |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.12M | Hold |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.13M | Hold |
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|
2020
Q3 | $867K | Buy |
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|
2020
Q2 | $836K | Hold |
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|
2020
Q1 | $687K | Buy |
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|
2019
Q4 | $995K | Buy |
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|
2019
Q3 | $919K | Hold |
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|
2019
Q2 | $925K | Sell |
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|
2019
Q1 | $954K | Buy |
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|
2018
Q4 | $850K | Hold |
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|
2018
Q3 | $1.07M | Hold |
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|
2018
Q2 | $1.02M | Hold |
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|
2018
Q1 | $944K | Buy |
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|
2017
Q4 | $925K | Buy |
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|
2017
Q3 | $874K | Buy |
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|
2017
Q2 | $770K | Sell |
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|
2017
Q1 | $786K | Hold |
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|
2016
Q4 | $782K | Buy |
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|
2016
Q3 | $689K | Hold |
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|
2016
Q2 | $645K | Hold |
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|
2016
Q1 | $625K | Hold |
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|
2015
Q4 | $611K | Hold |
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|
2015
Q3 | $591K | Hold |
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|
2015
Q2 | $654K | Hold |
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|
2015
Q1 | $655K | Hold |
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|
2014
Q4 | $633K | Sell |
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|
2014
Q3 | $589K | Hold |
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|
2014
Q2 | $634K | Sell |
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|
2014
Q1 | $645K | Hold |
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|
2013
Q4 | $639K | Hold |
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|
2013
Q3 | $584K | Hold |
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|
2013
Q2 | $529K | Buy |
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