TA
Tectonic Advisors’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 | $8.45M | Buy |
77,321
+5,054
| +7% | +$552K | 0.49% | 56 |
|
|
2025
Q1 | $7.56M | Buy |
72,267
+2,724
| +4% | +$285K | 0.47% | 58 |
|
|
2024
Q4 | $8.01M | Buy |
69,543
+1,623
| +2% | +$187K | 0.52% | 45 |
|
|
2024
Q3 | $7.94M | Buy |
67,920
+3,257
| +5% | +$381K | 0.52% | 43 |
|
|
2024
Q2 | $6.9M | Buy |
64,663
+230
| +0.4% | +$24.5K | 0.5% | 40 |
|
|
2024
Q1 | $7.12M | Buy |
64,433
+400
| +0.6% | +$44.2K | 0.54% | 31 |
|
|
2023
Q4 | $6.93M | Sell |
64,033
-111
| -0.2% | -$12K | 0.58% | 26 |
|
|
2023
Q3 | $6.05M | Buy |
64,144
+28,162
| +78% | +$2.66M | 0.57% | 27 |
|
|
2023
Q2 | $3.59M | Hold |
35,982
| – | – | 0.44% | 52 |
|
|
2023
Q1 | $3.48M | Sell |
35,982
-123
| -0.3% | -$11.9K | 0.48% | 48 |
|
|
2022
Q4 | $3.42M | Hold |
36,105
| – | – | 0.53% | 38 |
|
|
2022
Q3 | $3.15M | Hold |
36,105
| – | – | 0.58% | 28 |
|
|
2022
Q2 | $3.34M | Buy |
36,105
+84
| +0.2% | +$7.76K | 0.61% | 28 |
|
|
2022
Q1 | $3.89M | Hold |
36,021
| – | – | 0.67% | 28 |
|
|
2021
Q4 | $4.13M | Sell |
36,021
-77
| -0.2% | -$8.82K | 0.74% | 23 |
|
|
2021
Q3 | $3.94M | Sell |
36,098
-1,290
| -3% | -$141K | 0.77% | 21 |
|
|
2021
Q2 | $4.23M | Buy |
37,388
+7
| +0% | +$791 | 0.87% | 21 |
|
|
2021
Q1 | $4.06M | Sell |
37,381
-296
| -0.8% | -$32.1K | 1.01% | 20 |
|
|
2020
Q4 | $3.46M | Buy |
+37,677
| New | +$3.46M | 0.95% | 23 |
|