Tilia Fiduciary 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
Q3 | $1.33M | Sell |
|
|||||
|
2025
Q2 | $1.28M | Sell |
|
|||||
|
2025
Q1 | $1.28M | Sell |
|
|||||
|
2024
Q4 | $1.42M | Sell |
|
|||||
|
2024
Q3 | $1.48M | Sell |
|
|||||
|
2024
Q2 | $1.35M | Buy |
|
|||||
|
2024
Q1 | $1.38M | Buy |
|
|||||
|
2023
Q4 | $1.19M | Buy |
|
|||||
|
2023
Q3 | $932K | Buy |
|
|||||
|
2023
Q2 | $973K | Sell |
|
|||||
|
2023
Q1 | $984K | Buy |
|
|||||
|
2022
Q4 | $948K | Buy |
|
|||||
|
2022
Q3 | $877K | Buy |
|
|||||
|
2022
Q2 | $784K | Buy |
|
|||||
|
2022
Q1 | $874K | Sell |
|
|||||
|
2021
Q4 | $953K | Buy |
|