Trivium Point Advisory’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
$932K Sell
2025
Q2
$865K Sell
2025
Q1
$853K Sell
2024
Q4
$1.05M Buy
2024
Q3
$586K Sell
2024
Q2
$557K Buy
2022
Q2
Sell
2022
Q1
$253K Buy