TFO Wealth Partners’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 | $10.1M | Sell |
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|
2025
Q1 | $9.69M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $9.98M | Buy |
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|
2024
Q1 | $10.3M | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $9.45M | Buy |
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|
2023
Q2 | $9.35M | Buy |
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|
2023
Q1 | $8.99M | Buy |
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|
2022
Q4 | $3.58K | Sell |
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|
2022
Q3 | $8.15M | Sell |
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|
2022
Q2 | $8.98M | Buy |
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|
2022
Q1 | $10.5M | Buy |
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|
2021
Q4 | $10.7M | Sell |
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|
2021
Q3 | $10.6M | Hold |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $10.5M | Sell |
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|
2020
Q4 | $9.12M | Sell |
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|
2020
Q3 | $7.01M | Sell |
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|
2020
Q2 | $6.82M | Sell |
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|
2020
Q1 | $5.66M | Sell |
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|
2019
Q4 | $8.48M | Buy |
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