Tru Independence Asset Management 2’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
2026 Q1	$1.35M	Buy	10,882 +333	+3%	+$42.3K	0.83%	30
2025 Q4	$1.27M	Buy	10,549 +3,367	+47%	+$403K	0.79%	32
2025 Q3	$853K	Buy	7,182 +36	+0.5%	+$4.14K	0.56%	46
2025 Q2	$781K	Buy	7,146 +382	+6%	+$39.5K	0.53%	48
2025 Q1	$718K	Buy	6,764 +2,765	+69%	+$312K	0.54%	43
2024 Q4	$461K	Buy	3,999 +311	+8%	+$37.2K	0.38%	50
2024 Q3	$431K	Buy	+3,688	New	+$417K	0.36%	49
2023 Q1	$294K	Buy	+3,039	New	+$304K	0.3%	56
2022 Q3	$289K	Buy	3,317 +1,120	+51%	+$109K	0.31%	48
2022 Q2	$203K	Sell	2,197 -601	-21%	-$59.8K	0.17%	65
2022 Q1	$302K	Sell	2,798 -230	-8%	-$24.8K	0.17%	68
2021 Q4	$347K	Buy	+3,028	New	+$345K	0.18%	89
2021 Q1	–	Sell	-692	Closed	-$64K	–	246
2020 Q4	$64K	Buy	+692	New	+$56.9K	0.05%	156