True Link Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
2,472
-3,260
| -57% | -$356K | 0.02% | 73 |
|
|
2025
Q1 | $599K | Buy |
5,732
+1,447
| +34% | +$151K | 0.04% | 46 |
|
|
2024
Q4 | $494K | Buy |
4,285
+398
| +10% | +$45.9K | 0.04% | 39 |
|
|
2024
Q3 | $455K | Hold |
3,887
| – | – | 0.04% | 41 |
|
|
2024
Q2 | $415K | Sell |
3,887
-700
| -15% | -$74.7K | 0.04% | 42 |
|
|
2024
Q1 | $507K | Buy |
4,587
+1,364
| +42% | +$151K | 0.05% | 42 |
|
|
2023
Q4 | $349K | Sell |
3,223
-2,498
| -44% | -$270K | 0.04% | 46 |
|
|
2023
Q3 | $540K | Sell |
5,721
-850
| -13% | -$80.2K | 0.06% | 73 |
|
|
2023
Q2 | $655K | Sell |
6,571
-8,232
| -56% | -$820K | 0.08% | 70 |
|
|
2023
Q1 | $1.43M | Sell |
14,803
-344
| -2% | -$33.3K | 0.18% | 42 |
|
|
2022
Q4 | $1.43M | Sell |
15,147
-397
| -3% | -$37.6K | 0.19% | 39 |
|
|
2022
Q3 | $1.36M | Buy |
15,544
+1,029
| +7% | +$89.7K | 0.2% | 45 |
|
|
2022
Q2 | $1.34M | Sell |
14,515
-9,298
| -39% | -$859K | 0.2% | 50 |
|
|
2022
Q1 | $2.57M | Buy |
23,813
+13,926
| +141% | +$1.5M | 0.37% | 24 |
|
|
2021
Q4 | $1.13M | Buy |
9,887
+2,210
| +29% | +$253K | 0.15% | 68 |
|
|
2021
Q3 | $838K | Buy |
7,677
+36
| +0.5% | +$3.93K | 0.12% | 78 |
|
|
2021
Q2 | $863K | Sell |
7,641
-2
| -0% | -$226 | 0.13% | 65 |
|
|
2021
Q1 | $829K | Buy |
7,643
+214
| +3% | +$23.2K | 0.12% | 76 |
|
|
2020
Q4 | $683K | Buy |
+7,429
| New | +$683K | 0.11% | 84 |
|