TFC Financial 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
$1.43M Sell
2025
Q1
$1.61M Buy
2024
Q4
$1.77M Buy
2024
Q3
$1.77M Buy
2024
Q2
$1.59M Sell
2024
Q1
$1.68M Sell
2023
Q4
$1.72M Buy
2023
Q3
$1.5M Sell
2023
Q2
$1.59M Buy
2023
Q1
$1.54M Buy
2022
Q4
$935K Buy
2022
Q3
$844K Buy
2022
Q2
$893K Sell
2022
Q1
$1.05M Sell
2021
Q4
$1.15M Sell
2021
Q3
$1.14M Buy
2021
Q2
$1.09M Hold
2021
Q1
$1.05M Sell
2020
Q4
$931K Sell
2020
Q3
$782K Buy