TW
TritonPoint Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Sell |
45,882
-4,579
| -9% | -$500K | 0.46% | 56 |
|
|
2025
Q1 | $5.28M | Sell |
50,461
-2,436
| -5% | -$255K | 0.5% | 51 |
|
|
2024
Q4 | $6.09M | Buy |
52,897
+2,421
| +5% | +$279K | 0.55% | 49 |
|
|
2024
Q3 | $5.88M | Buy |
50,476
+5,863
| +13% | +$683K | 0.54% | 51 |
|
|
2024
Q2 | $4.76M | Buy |
44,613
+1,434
| +3% | +$153K | 0.46% | 59 |
|
|
2024
Q1 | $5.23M | Sell |
43,179
-11,295
| -21% | -$1.37M | 0.55% | 54 |
|
|
2023
Q4 | $5.9M | Buy |
+54,474
| New | +$5.9M | 0.58% | 50 |
|