TPI
Trust Point Inc’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 | $349K | Sell |
3,194
-2,463
| -44% | -$269K | 0.03% | 264 |
|
2025
Q1 | $592K | Sell |
5,657
-121
| -2% | -$12.7K | 0.05% | 193 |
|
2024
Q4 | $666K | Sell |
5,778
-729
| -11% | -$84K | 0.05% | 231 |
|
2024
Q3 | $761K | Sell |
6,507
-78
| -1% | -$9.12K | 0.06% | 203 |
|
2024
Q2 | $702K | Hold |
6,585
| – | – | 0.06% | 203 |
|
2024
Q1 | $728K | Buy |
6,585
+370
| +6% | +$40.9K | 0.06% | 212 |
|
2023
Q4 | $673K | Buy |
+6,215
| New | +$673K | 0.06% | 213 |
|