TruWealth 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 | $1.33M | Buy |
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|
2025
Q2 | $428K | Hold |
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|
2025
Q1 | $410K | Hold |
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|
2024
Q4 | $451K | Hold |
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|
2024
Q3 | $458K | Hold |
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|
2024
Q2 | $418K | Buy |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $365K | Sell |
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|
2020
Q4 | $313K | Buy |
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