SHFA
SC&H Financial Advisors’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 | $796K | Sell |
7,279
-169
| -2% | -$18.5K | 0.14% | 79 |
|
|
2025
Q1 | $779K | Buy |
7,448
+11
| +0.1% | +$1.15K | 0.15% | 75 |
|
|
2024
Q4 | $857K | Sell |
7,437
-348
| -4% | -$40.1K | 0.18% | 70 |
|
|
2024
Q3 | $911K | Buy |
7,785
+4
| +0.1% | +$468 | 0.2% | 67 |
|
|
2024
Q2 | $830K | Sell |
7,781
-151
| -2% | -$16.1K | 0.2% | 67 |
|
|
2024
Q1 | $877K | Buy |
7,932
+119
| +2% | +$13.2K | 0.23% | 65 |
|
|
2023
Q4 | $846K | Buy |
7,813
+42
| +0.5% | +$4.55K | 0.24% | 64 |
|
|
2023
Q3 | $733K | Sell |
7,771
-58
| -0.7% | -$5.47K | 0.24% | 69 |
|
|
2023
Q2 | $780K | Buy |
7,829
+20
| +0.3% | +$1.99K | 0.26% | 69 |
|
|
2023
Q1 | $755K | Sell |
7,809
-5,327
| -41% | -$515K | 0.28% | 67 |
|
|
2022
Q4 | $1.24M | Sell |
13,136
-287
| -2% | -$27.2K | 0.52% | 37 |
|
|
2022
Q3 | $1.17M | Buy |
13,423
+332
| +3% | +$28.9K | 0.59% | 36 |
|
|
2022
Q2 | $1.21M | Sell |
13,091
-1,359
| -9% | -$126K | 0.56% | 40 |
|
|
2022
Q1 | $1.56M | Buy |
14,450
+6,329
| +78% | +$683K | 0.74% | 29 |
|
|
2021
Q4 | $930K | Buy |
+8,121
| New | +$930K | 0.51% | 45 |
|