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

Transatlantique Private Wealth’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$820K	Hold
2025 Q1	$784K	Hold
2024 Q4	$864K	Hold
2024 Q3	$877K	Sell
2024 Q2	$832K	Buy
2024 Q1	$840K	Sell
2023 Q4	$834K	Sell
2023 Q3	$742K	Sell
2023 Q2	$795K	Hold
2023 Q1	$772K	Buy