Trail Ridge Investment Advisors’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 | $335K | Buy |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $372K | Hold |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $483K | Buy |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $561K | Sell |
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|
2022
Q1 | $785K | Sell |
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|
2021
Q4 | $897K | Buy |
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