True Capital Management’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
2023
Q1
$256K Buy
2,648
+55
+2% +$5.5K 0.18% 108
2022
Q4
$245K Buy
+2,593
New +$249K 0.2% 102

Other funds holding IJR

True Capital Management's IJR Position: Q1 2023 in Review

True Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q1 2023, buying an estimated $5.5K and bringing the position to 2,648 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #108.

True Capital Management first reported a position in IJR in Q4 2022 and has held it in 2 quarters since. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

  • True Capital Management held 2,648 shares of iShares Core S&P Small-Cap ETF worth $256K as of Q1 2023.
  • True Capital Management bought 55 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $5.5K.
  • iShares Core S&P Small-Cap ETF made up 0.18% of True Capital Management's portfolio in Q1 2023, its #108 holding.
  • True Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • 2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.