EPM
Elm Partners 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 | $2.2M | Sell |
20,093
-228
| -1% | -$24.9K | 0.13% | 42 |
|
|
2025
Q1 | $2.12M | Buy |
20,321
+625
| +3% | +$65.4K | 0.14% | 32 |
|
|
2024
Q4 | $2.27M | Sell |
19,696
-1,720
| -8% | -$198K | 0.16% | 34 |
|
|
2024
Q3 | $2.5M | Buy |
21,416
+412
| +2% | +$48.2K | 0.18% | 30 |
|
|
2024
Q2 | $2.24M | Buy |
21,004
+2,007
| +11% | +$214K | 0.17% | 35 |
|
|
2024
Q1 | $2.1M | Buy |
18,997
+9
| +0% | +$995 | 0.17% | 35 |
|
|
2023
Q4 | $2.06M | Sell |
18,988
-1,887
| -9% | -$204K | 0.19% | 33 |
|
|
2023
Q3 | $1.97M | Sell |
20,875
-950
| -4% | -$89.6K | 0.2% | 31 |
|
|
2023
Q2 | $2.17M | Buy |
21,825
+1,337
| +7% | +$133K | 0.22% | 29 |
|
|
2023
Q1 | $1.98M | Sell |
20,488
-925
| -4% | -$89.4K | 0.21% | 30 |
|
|
2022
Q4 | $2.03M | Sell |
21,413
-4,142
| -16% | -$392K | 0.23% | 27 |
|
|
2022
Q3 | $2.23M | Buy |
25,555
+2,646
| +12% | +$231K | 0.3% | 25 |
|
|
2022
Q2 | $2.12M | Sell |
22,909
-13,346
| -37% | -$1.23M | 0.28% | 25 |
|
|
2022
Q1 | $3.91M | Buy |
36,255
+10,255
| +39% | +$1.11M | 0.49% | 22 |
|
|
2021
Q4 | $2.98M | Sell |
26,000
-1,673
| -6% | -$192K | 0.37% | 23 |
|
|
2021
Q3 | $3.02M | Buy |
27,673
+1,526
| +6% | +$167K | 0.4% | 24 |
|
|
2021
Q2 | $2.95M | Sell |
26,147
-661
| -2% | -$74.7K | 0.39% | 23 |
|
|
2021
Q1 | $2.91M | Sell |
26,808
-749
| -3% | -$81.3K | 0.41% | 25 |
|
|
2020
Q4 | $2.53M | Sell |
27,557
-2,138
| -7% | -$196K | 0.38% | 30 |
|
|
2020
Q3 | $2.09M | Sell |
29,695
-3,904
| -12% | -$274K | 0.35% | 32 |
|
|
2020
Q2 | $2.29M | Sell |
33,599
-2,960
| -8% | -$202K | 0.41% | 31 |
|
|
2020
Q1 | $2.05M | Sell |
36,559
-4,152
| -10% | -$233K | 0.45% | 30 |
|
|
2019
Q4 | $3.17M | Sell |
40,711
-7,321
| -15% | -$570K | 0.69% | 27 |
|
|
2019
Q3 | $3.74M | Sell |
48,032
-5,972
| -11% | -$465K | 0.85% | 26 |
|
|
2019
Q2 | $4.23M | Sell |
54,004
-9,942
| -16% | -$778K | 0.95% | 28 |
|
|
2019
Q1 | $4.93M | Buy |
63,946
+19,583
| +44% | +$1.51M | 1.32% | 24 |
|
|
2018
Q4 | $3.06M | Buy |
+44,363
| New | +$3.06M | 1.06% | 18 |
|