Triangle Securities Wealth Management’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 | $7.92M | Buy |
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|
2025
Q2 | $7.04M | Buy |
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|
2025
Q1 | $6.64M | Buy |
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|
2024
Q4 | $6.87M | Buy |
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|
2024
Q3 | $6.92M | Buy |
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|
2024
Q2 | $6.16M | Buy |
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|
2024
Q1 | $5.97M | Buy |
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|
2023
Q4 | $5.61M | Buy |
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|
2023
Q3 | $4.66M | Buy |
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|
2023
Q2 | $4.85M | Buy |
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|
2023
Q1 | $4.66M | Buy |
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|
2022
Q4 | $4.56M | Buy |
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|
2022
Q3 | $3.89M | Sell |
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|
2022
Q2 | $4.37M | Buy |
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|
2022
Q1 | $4.93M | Sell |
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|
2021
Q4 | $5.33M | Buy |
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|
2021
Q3 | $4.9M | Buy |
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|
2021
Q2 | $4.4M | Sell |
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|
2021
Q1 | $4.29M | Sell |
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|
2020
Q4 | $3.64M | Sell |
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|
2020
Q3 | $2.83M | Buy |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $2.08M | Sell |
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|
2019
Q4 | $3.62M | Buy |
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|
2019
Q3 | $3.08M | Buy |
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|
2019
Q2 | $2.97M | Buy |
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|
2019
Q1 | $2.67M | Buy |
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|
2018
Q4 | $2.12M | Buy |
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|
2018
Q3 | $2.58M | Buy |
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|
2018
Q2 | $2.47M | Buy |
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|
2018
Q1 | $2.11M | Buy |
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|
2017
Q4 | $1.61M | Buy |
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|
2017
Q3 | $1.38M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $882K | Buy |
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|
2016
Q4 | $801K | Buy |
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|
2016
Q3 | $714K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $259K | Buy |
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|
2014
Q4 | $226K | Hold |
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|
2014
Q3 | $207K | Hold |
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|
2014
Q2 | $222K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $216K | Sell |
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|
2013
Q3 | $221K | Hold |
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|
2013
Q2 | $200K | Buy |
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