Poehling Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $403K | Hold |
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|
2025
Q2 | $371K | Hold |
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|
2025
Q1 | $355K | Hold |
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|
2024
Q4 | $391K | Hold |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $375K | Hold |
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|
2023
Q4 | $367K | Hold |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $328K | Hold |
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|
2022
Q4 | $321K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $366K | Hold |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $397K | Buy |
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|
2021
Q1 | $376K | Buy |
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