Trifecta Capital 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
Q2
$20.4M Sell
2025
Q1
$20.1M Buy
2024
Q4
$20.6M Buy
2024
Q3
$20.3M Buy
2024
Q2
$18.2M Buy
2024
Q1
$18.4M Buy
2023
Q4
$16.7M Buy
2023
Q3
$13.4M Buy
2023
Q2
$12.9M Buy
2023
Q1
$11.6M Buy
2022
Q4
$10.1M Buy