TIAM2
Tru Independence Asset Management 2’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 | $781K | Buy |
7,146
+382
| +6% | +$41.7K | 0.53% | 48 |
|
|
2025
Q1 | $718K | Buy |
6,764
+2,765
| +69% | +$294K | 0.54% | 43 |
|
|
2024
Q4 | $461K | Buy |
3,999
+311
| +8% | +$35.8K | 0.38% | 50 |
|
|
2024
Q3 | $431K | Buy |
+3,688
| New | +$431K | 0.36% | 49 |
|
|
2023
Q1 | $294K | Buy |
+3,039
| New | +$294K | 0.3% | 56 |
|
|
2022
Q3 | $289K | Buy |
3,317
+1,120
| +51% | +$97.6K | 0.31% | 48 |
|
|
2022
Q2 | $203K | Sell |
2,197
-601
| -21% | -$55.5K | 0.17% | 65 |
|
|
2022
Q1 | $302K | Sell |
2,798
-230
| -8% | -$24.8K | 0.17% | 68 |
|
|
2021
Q4 | $347K | Buy |
+3,028
| New | +$347K | 0.18% | 89 |
|
|
2021
Q1 | – | Sell |
-692
| Closed | -$64K | – | 246 |
|
|
2020
Q4 | $64K | Buy |
+692
| New | +$64K | 0.05% | 156 |
|