FMI
Fiduciary Management 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 | – | Sell |
-7,135
| Closed | -$746K | – | 68 |
|
|
2025
Q1 | $746K | Sell |
7,135
-6,110
| -46% | -$639K | 0.01% | 63 |
|
|
2024
Q4 | $1.53M | Buy |
+13,245
| New | +$1.53M | 0.01% | 65 |
|
|
2023
Q1 | – | Sell |
-5,878
| Closed | -$556K | – | 62 |
|
|
2022
Q4 | $556K | Buy |
+5,878
| New | +$556K | 0.01% | 67 |
|
|
2022
Q1 | – | Sell |
-7,630
| Closed | -$874K | – | 77 |
|
|
2021
Q4 | $874K | Buy |
+7,630
| New | +$874K | 0.01% | 75 |
|
|
2020
Q1 | – | Sell |
-24,338
| Closed | -$2.04M | – | 71 |
|
|
2019
Q4 | $2.04M | Buy |
24,338
+18,761
| +336% | +$1.57M | 0.01% | 66 |
|
|
2019
Q3 | $434K | Buy |
+5,577
| New | +$434K | ﹤0.01% | 67 |
|
|
2019
Q1 | – | Sell |
-79,100
| Closed | -$5.48M | – | 71 |
|
|
2018
Q4 | $5.48M | Buy |
+79,100
| New | +$5.48M | 0.04% | 66 |
|
|
2018
Q1 | – | Sell |
-3,400
| Closed | -$261K | – | 67 |
|
|
2017
Q4 | $261K | Buy |
+3,400
| New | +$261K | ﹤0.01% | 66 |
|
|
2017
Q1 | – | Sell |
-6,345
| Closed | -$873K | – | 71 |
|
|
2016
Q4 | $873K | Buy |
+6,345
| New | +$873K | 0.01% | 71 |
|
|
2016
Q1 | – | Sell |
-28,185
| Closed | -$3.1M | – | 75 |
|
|
2015
Q4 | $3.1M | Buy |
28,185
+17,690
| +169% | +$1.95M | 0.02% | 73 |
|
|
2015
Q3 | $1.12M | Buy |
+10,495
| New | +$1.12M | 0.01% | 72 |
|
|
2015
Q1 | – | Sell |
-18,757
| Closed | -$2.14M | – | 72 |
|
|
2014
Q4 | $2.14M | Buy |
+18,757
| New | +$2.14M | 0.01% | 67 |
|
|
2014
Q1 | – | Sell |
-2,325
| Closed | -$254K | – | 68 |
|
|
2013
Q4 | $254K | Buy |
+2,325
| New | +$254K | ﹤0.01% | 65 |
|