TPB Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

TPB Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.52M	Sell
2022 Q4	$2.89M	Sell
2022 Q3	$2.73M	Buy
2022 Q2	$2.88M	Sell
2022 Q1	$3.71M	Buy
2021 Q4	$2.95M	Buy
2021 Q3	$2.15M	Sell
2021 Q2	$3.99M	Sell
2021 Q1	$400K	Hold
2020 Q4	$3.48M	Buy