MHR
Matthew Hamilton Rosenberg’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 | $235K | Sell |
2,151
-259
| -11% | -$28.3K | 0.05% | 180 |
|
|
2025
Q1 | $252K | Sell |
2,410
-46
| -2% | -$4.81K | 0.06% | 150 |
|
|
2024
Q4 | $283K | Buy |
2,456
+281
| +13% | +$32.4K | 0.07% | 133 |
|
|
2024
Q3 | $254K | Sell |
2,175
-104
| -5% | -$12.2K | 0.07% | 158 |
|
|
2024
Q2 | $241K | Buy |
2,279
+388
| +21% | +$41.1K | 0.07% | 153 |
|
|
2024
Q1 | $207K | Sell |
1,891
-577
| -23% | -$63.1K | 0.06% | 183 |
|
|
2023
Q4 | $267K | Sell |
2,468
-216
| -8% | -$23.4K | 0.08% | 132 |
|
|
2023
Q3 | $253K | Sell |
2,684
-1,537
| -36% | -$145K | 0.08% | 129 |
|
|
2023
Q2 | $421K | Sell |
4,221
-6,337
| -60% | -$631K | 0.14% | 76 |
|
|
2023
Q1 | $1.02M | Sell |
10,558
-218
| -2% | -$21.1K | 0.33% | 41 |
|
|
2022
Q4 | $1.02M | Sell |
10,776
-900
| -8% | -$85.2K | 0.35% | 41 |
|
|
2022
Q3 | $1.02M | Sell |
11,676
-701
| -6% | -$61.1K | 0.39% | 38 |
|
|
2022
Q2 | $1.16M | Buy |
12,377
+446
| +4% | +$41.6K | 0.44% | 36 |
|
|
2022
Q1 | $1.29M | Sell |
11,931
-205
| -2% | -$22.1K | 0.45% | 35 |
|
|
2021
Q4 | $1.39M | Sell |
12,136
-726
| -6% | -$83.2K | 0.49% | 34 |
|
|
2021
Q3 | $1.4M | Buy |
+12,862
| New | +$1.4M | 0.55% | 33 |
|