Fiduciary Management Inc’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
2026 Q1	–	Sell	-60,880	Closed	-$7.32M	–	65
2025 Q4	$7.32M	Buy	+60,880	New	+$7.28M	0.08%	58
2025 Q2	–	Sell	-7,135	Closed	-$746K	–	68
2025 Q1	$746K	Sell	7,135 -6,110	-46%	-$689K	0.01%	63
2024 Q4	$1.53M	Buy	+13,245	New	+$1.58M	0.01%	65
2023 Q1	–	Sell	-5,878	Closed	-$556K	–	62
2022 Q4	$556K	Buy	+5,878	New	+$564K	0.01%	67
2022 Q1	–	Sell	-7,630	Closed	-$874K	–	77
2021 Q4	$874K	Buy	+7,630	New	+$870K	0.01%	75
2020 Q1	–	Sell	-24,338	Closed	-$2.04M	–	71
2019 Q4	$2.04M	Buy	24,338 +18,761	+336%	+$1.51M	0.01%	66
2019 Q3	$434K	Buy	+5,577	New	+$432K	﹤0.01%	67
2019 Q1	–	Sell	-79,100	Closed	-$5.48M	–	71
2018 Q4	$5.48M	Buy	+79,100	New	+$6.11M	0.04%	66
2018 Q1	–	Sell	-3,400	Closed	-$261K	–	67
2017 Q4	$261K	Buy	+3,400	New	+$256K	﹤0.01%	66
2017 Q1	–	Sell	-12,690	Closed	-$873K	–	71
2016 Q4	$873K	Buy	+12,690	New	+$818K	0.01%	71
2016 Q1	–	Sell	-56,370	Closed	-$3.1M	–	75
2015 Q4	$3.1M	Buy	56,370 +35,380	+169%	+$1.99M	0.02%	73
2015 Q3	$1.12M	Buy	+20,990	New	+$1.19M	0.01%	72
2015 Q1	–	Sell	-37,514	Closed	-$2.14M	–	72
2014 Q4	$2.14M	Buy	+37,514	New	+$2.05M	0.01%	67
2014 Q1	–	Sell	-4,650	Closed	-$254K	–	68
2013 Q4	$254K	Buy	+4,650	New	+$243K	﹤0.01%	65