Newman Dignan & Sheerar Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.79M	Sell	25,563 -306	-1%	-$42K	0.73%	36
2026 Q1	$3.22M	Buy	25,869 +2,760	+12%	+$351K	0.68%	38
2025 Q4	$2.78M	Sell	23,109 -65	-0.3%	-$7.77K	0.58%	41
2025 Q3	$2.75M	Sell	23,174 -558	-2%	-$64.2K	0.59%	41
2025 Q2	$2.59M	Sell	23,732 -2,217	-9%	-$229K	0.6%	44
2025 Q1	$2.71M	Sell	25,949 -207	-0.8%	-$23.4K	0.74%	35
2024 Q4	$3.01M	Buy	26,156 +9	+0%	+$1.07K	0.77%	33
2024 Q3	$3.04M	Sell	26,147 -621	-2%	-$70.2K	0.73%	33
2024 Q2	$2.86M	Sell	26,768 -1,528	-5%	-$163K	0.74%	35
2024 Q1	$3.13M	Buy	28,296 +73	+0.3%	+$7.75K	0.84%	29
2023 Q4	$3.06M	Buy	28,223 +1,715	+6%	+$165K	0.92%	32
2023 Q3	$2.5M	Sell	26,508 -1,925	-7%	-$192K	0.82%	39
2023 Q2	$2.83M	Sell	28,433 -1,621	-5%	-$154K	0.87%	34
2023 Q1	$2.91M	Sell	30,054 -814	-3%	-$81.4K	0.93%	31
2022 Q4	$2.92M	Buy	30,868 +22	+0.1%	+$2.11K	0.97%	29
2022 Q3	$2.69K	Sell	30,846 -1,016	-3%	-$98.7K	0.42%	31
2022 Q2	$2.94M	Sell	31,862 -201	-0.6%	-$20K	1%	24
2022 Q1	$3.46K	Sell	32,063 -677	-2%	-$73.1K	0.66%	23
2021 Q4	$3.75M	Buy	32,740 +908	+3%	+$103K	1.14%	19
2021 Q3	$3.48M	Sell	31,832 -50	-0.2%	-$5.51K	1%	18
2021 Q2	$3.6M	Sell	31,882 -35	-0.1%	-$3.9K	1.21%	17
2021 Q1	$3.46M	Buy	31,917 +1,683	+6%	+$176K	1.26%	20
2020 Q4	$2.78K	Sell	30,234 -20	-0.1%	-$1.64K	0.45%	28
2020 Q3	$2.13M	Sell	30,254 -273	-0.9%	-$19.6K	0.89%	31
2020 Q2	$2.19M	Sell	30,527 -413	-1%	-$26.1K	0.94%	32
2020 Q1	$1.77M	Sell	30,940 -2,682	-8%	-$200K	0.93%	27
2019 Q4	$2.82K	Sell	33,622 -1,642	-5%	-$132K	0.3%	25
2019 Q3	$2.75M	Sell	35,264 -2,164	-6%	-$168K	1.29%	21
2019 Q2	$2.93K	Sell	37,428 -3,530	-9%	-$274K	0.08%	18
2019 Q1	$3.16M	Sell	40,958 -117	-0.3%	-$8.98K	1.27%	22
2018 Q4	$2.85K	Buy	41,075 +220	+0.5%	+$17K	0.24%	26
2018 Q3	$3.42M	Buy	40,855 +17	+0%	+$1.49K	1.5%	21
2018 Q2	$3.41K	Buy	40,838 +2,437	+6%	+$199K	0.23%	17
2018 Q1	$3M	Buy	38,401 +383	+1%	+$29.8K	1.52%	18
2017 Q4	$2.92M	Sell	38,018 -45	-0.1%	-$3.39K	1.46%	17
2017 Q3	$2.83M	Buy	38,063 +104	+0.3%	+$7.29K	1.51%	19
2017 Q2	$2.66M	Buy	37,959 +170	+0.4%	+$11.8K	1.48%	19
2017 Q1	$2.61K	Buy	37,789 +339	+0.9%	+$23.4K	1.16%	23
2016 Q4	$2.58M	Buy	37,450 +1,564	+4%	+$101K	1.57%	18
2016 Q3	$2.23M	Sell	35,886 -520	-1%	-$31.8K	1.4%	21
2016 Q2	$2.12M	Sell	36,406 -168	-0.5%	-$9.58K	1.32%	24
2016 Q1	$2.06M	Sell	36,574 -9,002	-20%	-$470K	1.5%	21
2015 Q4	$2.51M	Sell	45,576 -694	-1%	-$39.1K	1.77%	15
2015 Q3	$2.47M	Buy	46,270 +2,910	+7%	+$165K	1.59%	15
2015 Q2	$2.56M	Buy	43,360 +2,858	+7%	+$169K	1.84%	13
2015 Q1	$2.39M	Buy	40,502 +2,782	+7%	+$159K	1.71%	17
2014 Q4	$2.15K	Sell	37,720 -1,010	-3%	-$55.1K	1.29%	19
2014 Q3	$2.02M	Sell	38,730 -3,520	-8%	-$192K	1.52%	18
2014 Q2	$2.37K	Sell	42,250 -3,938	-9%	-$213K	1.35%	20
2014 Q1	$2.54M	Sell	46,188 -324	-0.7%	-$17.5K	1.81%	12
2013 Q4	$2.54K	Buy	46,512 +380	+0.8%	+$19.9K	0.12%	13
2013 Q3	$2.3M	Buy	46,132 +2,800	+6%	+$135K	1.79%	11
2013 Q2	$1.96K	Buy	+43,332	New	+$1.92M	0.15%	17