TRUE Private Wealth 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
Q2 | $2.11M | Sell |
|
|||||
|
2025
Q1 | $2.33M | Buy |
|
|||||
|
2024
Q4 | $2.51M | Sell |
|
|||||
|
2024
Q3 | $2.87M | Sell |
|
|||||
|
2024
Q2 | $6.55M | Sell |
|
|||||
|
2024
Q1 | $7.6M | Buy |
|
|||||
|
2023
Q4 | $6.42M | Sell |
|
|||||
|
2023
Q3 | $17.2M | Buy |
|
|||||
|
2023
Q2 | $1.58M | Sell |
|
|||||
|
2023
Q1 | $15.4M | Buy |
|
|||||
|
2022
Q4 | $1.64M | Sell |
|
|||||
|
2022
Q3 | $1.86M | Sell |
|
|||||
|
2022
Q2 | $2.1M | Sell |
|
|||||
|
2022
Q1 | $12.6M | Sell |
|
|||||
|
2021
Q4 | $21.1M | Buy |
|
|||||
|
2021
Q3 | $19.7M | Sell |
|
|||||
|
2021
Q2 | $25.3M | Buy |
|
|||||
|
2021
Q1 | $21.4M | Buy |
|
|||||
|
2020
Q4 | $18M | Sell |
|
|||||
|
2020
Q3 | $17.5M | Buy |
|
|||||
|
2020
Q2 | $4.69M | Buy |
|
|||||
|
2020
Q1 | $3.48M | Sell |
|
|||||
|
2019
Q4 | $5.45M | Buy |
|
|||||
|
2019
Q3 | $3.78M | Buy |
|
|||||
|
2019
Q2 | $3.66M | Buy |
|
|||||
|
2019
Q1 | $2.9M | Sell |
|
|||||
|
2018
Q4 | $3.22M | Sell |
|
|||||
|
2018
Q3 | $28M | Buy |
|
|||||
|
2018
Q2 | $17.4M | Buy |
|
|||||
|
2018
Q1 | $2.83M | Sell |
|
|||||
|
2017
Q4 | $2.82M | Buy |
|
|||||
|
2017
Q3 | $2.5M | Sell |
|
|||||
|
2017
Q2 | $10.7M | Sell |
|
|||||
|
2017
Q1 | $14.4M | Sell |
|
|||||
|
2016
Q4 | $14.2M | Buy |
|
|||||
|
2016
Q3 | $18.3M | Buy |
|
|||||
|
2016
Q2 | $15.1M | Buy |
|
|||||
|
2016
Q1 | $8.69M | Buy |
|
|||||
|
2015
Q4 | $6.25M | Buy |
|