TrueWealth 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 | – | Sell |
|
|||||
|
2025
Q2 | $272K | Buy |
|
|||||
|
2025
Q1 | $249K | Buy |
|
|||||
|
2024
Q4 | $210K | Sell |
|
|||||
|
2024
Q3 | $284K | Sell |
|
|||||
|
2024
Q2 | $356K | Sell |
|
|||||
|
2024
Q1 | $596K | Sell |
|
|||||
|
2023
Q4 | $615K | Sell |
|
|||||
|
2023
Q3 | $549K | Buy |
|
|||||
|
2023
Q2 | $567K | Sell |
|
|||||
|
2023
Q1 | $599K | Sell |
|
|||||
|
2022
Q4 | $742K | Sell |
|
|||||
|
2022
Q3 | $705K | Buy |
|
|||||
|
2022
Q2 | $691K | Buy |
|
|||||
|
2022
Q1 | $813K | Hold |
|
|||||
|
2021
Q4 | $813K | Buy |
|
|||||
|
2021
Q3 | $388K | Buy |
|
|||||
|
2021
Q2 | $388K | Buy |
|
|||||
|
2021
Q1 | $334K | Buy |
|