TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.6M | Buy |
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2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $4.04M | Buy |
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|
2019
Q3 | $3.72M | Sell |
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|
2019
Q2 | $4.04M | Sell |
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|
2019
Q1 | $4.09M | Sell |
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|
2018
Q4 | $3.82M | Buy |
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|
2018
Q3 | $4.69M | Buy |
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|
2018
Q2 | $4.4M | Buy |
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|
2018
Q1 | $3.98M | Buy |
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|
2017
Q4 | $3.65M | Buy |
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