TL Private Wealth’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
$954K Buy
2025
Q2
$893K Buy
2025
Q1
$726K Buy
2024
Q4
$909K Sell
2024
Q3
$910K Buy
2024
Q2
$922K Sell
2024
Q1
$980K Sell
2023
Q4
$1.12M Buy
2022
Q3
Sell
2022
Q2
$1.57M Buy