tru Independence’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,505
| Closed | -$271K | – | 109 |
|
|
2023
Q4 | $271K | Buy |
+2,505
| New | +$271K | 0.08% | 102 |
|
|
2021
Q3 | – | Sell |
-377
| Closed | -$43K | – | 268 |
|
|
2021
Q2 | $43K | Sell |
377
-13,129
| -97% | -$1.5M | 0.01% | 226 |
|
|
2021
Q1 | $1.47M | Buy |
+13,506
| New | +$1.47M | 0.28% | 82 |
|
|
2020
Q4 | – | Sell |
-15,628
| Closed | -$1.1M | – | 788 |
|
|
2020
Q3 | $1.1M | Buy |
+15,628
| New | +$1.1M | 0.31% | 70 |
|
|
2020
Q1 | – | Sell |
-10,613
| Closed | -$596K | – | 802 |
|
|
2019
Q4 | $596K | Buy |
+10,613
| New | +$596K | 0.09% | 149 |
|