Truepoint Inc’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 | $728K | Sell |
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|
2025
Q2 | $671K | Buy |
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|
2025
Q1 | $635K | Sell |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $752K | Buy |
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|
2024
Q2 | $681K | Buy |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $698K | Sell |
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|
2023
Q3 | $692K | Buy |
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|
2023
Q2 | $681K | Buy |
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|
2023
Q1 | $609K | Buy |
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|
2022
Q4 | $556K | Sell |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $654K | Sell |
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|
2022
Q1 | $778K | Sell |
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|
2021
Q4 | $903K | Buy |
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|
2021
Q3 | $855K | Buy |
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|
2021
Q2 | $857K | Buy |
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|
2021
Q1 | $790K | Buy |
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|
2020
Q4 | $630K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.19M | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.54M | Buy |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $986K | Buy |
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|
2018
Q1 | $13.8K | Sell |
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|
2017
Q4 | $879K | Buy |
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|
2017
Q3 | $674K | Sell |
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|
2017
Q2 | $1.23M | Buy |
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|
2017
Q1 | $837K | Sell |
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|
2016
Q4 | $884K | Buy |
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|
2016
Q3 | $983K | Sell |
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|
2016
Q2 | $1.15M | Hold |
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|
2016
Q1 | $1.12M | Buy |
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|
2015
Q4 | $1.07M | Buy |
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|
2015
Q3 | $723K | Buy |
|