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

Triad Financial Advisors’s Portfolio IJR Stock Details IJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$546K	Hold
2023 Q2	$577K	Hold
2023 Q1	$560K	Sell
2022 Q4	$552K	Buy
2022 Q3	$504K	Sell
2022 Q2	$571K	Sell
2022 Q1	$680K	Hold
2021 Q4	$721K	Buy