BMM
Buffington Mohr McNeal’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
Q1 | $13.6M | Buy |
129,642
+126,718
| +4,334% | +$13.3M | 2.67% | 12 |
|
|
2024
Q4 | $337K | Hold |
2,924
| – | – | 0.06% | 107 |
|
|
2024
Q3 | $342K | Buy |
2,924
+79
| +3% | +$9.24K | 0.06% | 108 |
|
|
2024
Q2 | $303K | Sell |
2,845
-26
| -0.9% | -$2.77K | 0.05% | 106 |
|
|
2024
Q1 | $317K | Buy |
2,871
+122
| +4% | +$13.5K | 0.06% | 109 |
|
|
2023
Q4 | $298K | Buy |
+2,749
| New | +$298K | 0.06% | 109 |
|
|
2020
Q3 | – | Sell |
-86,203
| Closed | -$5.89M | – | 118 |
|
|
2020
Q2 | $5.89M | Sell |
86,203
-75,683
| -47% | -$5.17M | 1.66% | 22 |
|
|
2020
Q1 | $9.08M | Sell |
161,886
-20,844
| -11% | -$1.17M | 3.02% | 10 |
|
|
2019
Q4 | $15.3M | Sell |
182,730
-2,255
| -1% | -$189K | 4.33% | 4 |
|
|
2019
Q3 | $14.4M | Sell |
184,985
-1,981
| -1% | -$154K | 4.41% | 4 |
|
|
2019
Q2 | $14.6M | Sell |
186,966
-993
| -0.5% | -$77.7K | 4.58% | 3 |
|
|
2019
Q1 | $14.5M | Buy |
187,959
+4,567
| +2% | +$352K | 4.67% | 2 |
|
|
2018
Q4 | $12.7M | Sell |
183,392
-6,045
| -3% | -$419K | 5.11% | 2 |
|
|
2018
Q3 | $16.5M | Buy |
189,437
+6,150
| +3% | +$537K | 5.7% | 2 |
|
|
2018
Q2 | $15.3M | Buy |
183,287
+225
| +0.1% | +$18.8K | 5.74% | 2 |
|
|
2018
Q1 | $14.1M | Sell |
183,062
-494
| -0.3% | -$38K | 5.4% | 2 |
|
|
2017
Q4 | $14.1M | Sell |
183,556
-630
| -0.3% | -$48.4K | 5.4% | 2 |
|
|
2017
Q3 | $13.8M | Sell |
184,186
-2,508
| -1% | -$189K | 5.38% | 2 |
|
|
2017
Q2 | $13.1M | Buy |
186,694
+11,921
| +7% | +$836K | 5.17% | 2 |
|
|
2017
Q1 | $12.1M | Buy |
174,773
+116,718
| +201% | +$8.07M | 5.31% | 2 |
|
|
2016
Q4 | $7.98M | Buy |
+58,055
| New | +$7.98M | 3.05% | 8 |
|