Newman & Schimel’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
2022
Q4
$741K Sell
2022
Q3
$871K Hold
2022
Q2
$923K Buy
2022
Q1
$1.07M Sell
2021
Q4
$1.15M Buy
2021
Q3
$1.03M Buy
2021
Q2
$1.06M Buy
2021
Q1
$951K Buy
2020
Q4
$496K Buy