PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
25,258
+1,848
| +8% | +$126K | 0.3% | 57 |
|
|
2025
Q1 | $1.46M | Buy |
23,410
+3,662
| +19% | +$228K | 0.27% | 58 |
|
|
2024
Q4 | $1.33M | Buy |
19,748
+1,818
| +10% | +$123K | 0.23% | 62 |
|
|
2024
Q3 | $1.19M | Buy |
17,930
+2,858
| +19% | +$190K | 0.21% | 64 |
|
|
2024
Q2 | $923K | Buy |
15,072
+5,630
| +60% | +$345K | 0.17% | 74 |
|
|
2024
Q1 | $600K | Buy |
+9,442
| New | +$600K | 0.11% | 94 |
|