TFM
TFC Financial Management’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 | $1.43M | Sell |
13,123
-2,229
| -15% | -$244K | 0.2% | 39 |
|
|
2025
Q1 | $1.61M | Buy |
15,352
+5
| +0% | +$523 | 0.25% | 33 |
|
|
2024
Q4 | $1.77M | Buy |
15,347
+231
| +2% | +$26.6K | 0.28% | 31 |
|
|
2024
Q3 | $1.77M | Buy |
15,116
+185
| +1% | +$21.6K | 0.28% | 29 |
|
|
2024
Q2 | $1.59M | Sell |
14,931
-226
| -1% | -$24.1K | 0.28% | 33 |
|
|
2024
Q1 | $1.68M | Sell |
15,157
-745
| -5% | -$82.3K | 0.3% | 31 |
|
|
2023
Q4 | $1.72M | Buy |
15,902
+13
| +0.1% | +$1.41K | 0.35% | 28 |
|
|
2023
Q3 | $1.5M | Sell |
15,889
-111
| -0.7% | -$10.5K | 0.36% | 25 |
|
|
2023
Q2 | $1.59M | Buy |
16,000
+68
| +0.4% | +$6.78K | 0.39% | 23 |
|
|
2023
Q1 | $1.54M | Buy |
15,932
+6,052
| +61% | +$585K | 0.4% | 25 |
|
|
2022
Q4 | $935K | Buy |
9,880
+195
| +2% | +$18.5K | 0.27% | 29 |
|
|
2022
Q3 | $844K | Buy |
9,685
+22
| +0.2% | +$1.92K | 0.27% | 28 |
|
|
2022
Q2 | $893K | Sell |
9,663
-107
| -1% | -$9.89K | 0.27% | 28 |
|
|
2022
Q1 | $1.05M | Sell |
9,770
-249
| -2% | -$26.9K | 0.3% | 26 |
|
|
2021
Q4 | $1.15M | Sell |
10,019
-400
| -4% | -$45.8K | 0.35% | 26 |
|
|
2021
Q3 | $1.14M | Buy |
10,419
+750
| +8% | +$81.9K | 0.38% | 24 |
|
|
2021
Q2 | $1.09M | Hold |
9,669
| – | – | 0.37% | 22 |
|
|
2021
Q1 | $1.05M | Sell |
9,669
-459
| -5% | -$49.8K | 0.41% | 22 |
|
|
2020
Q4 | $931K | Sell |
10,128
-1,008
| -9% | -$92.7K | 0.39% | 22 |
|
|
2020
Q3 | $782K | Buy |
+11,136
| New | +$782K | 0.39% | 21 |
|