TCM
TruNorth Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
20,702
+3,559
| +21% | +$389K | 0.5% | 25 |
|
|
2025
Q1 | $1.79M | Buy |
17,143
+223
| +1% | +$23.3K | 0.45% | 26 |
|
|
2024
Q4 | $1.95M | Sell |
16,920
-338
| -2% | -$38.9K | 0.53% | 24 |
|
|
2024
Q3 | $2.02M | Sell |
17,258
-737
| -4% | -$86.2K | 0.6% | 23 |
|
|
2024
Q2 | $1.92M | Buy |
17,995
+340
| +2% | +$36.3K | 0.62% | 23 |
|
|
2024
Q1 | $1.95M | Buy |
+17,655
| New | +$1.95M | 0.67% | 20 |
|