TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.57M | Buy |
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|
2024
Q3 | $3.59M | Buy |
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|
2024
Q2 | $3.03M | Buy |
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|
2024
Q1 | $2.95M | Buy |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.85M | Buy |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $609K | Sell |
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|
2020
Q1 | $746K | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $946K | Buy |
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