True Link Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $422K | Buy |
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|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $599K | Buy |
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|
2024
Q4 | $494K | Buy |
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|
2024
Q3 | $455K | Hold |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $655K | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $838K | Buy |
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|
2021
Q2 | $863K | Sell |
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|
2021
Q1 | $829K | Buy |
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|
2020
Q4 | $683K | Buy |
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