Schaper Benz & Wise Investment Counsel’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 | $490K | Buy |
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|
2025
Q2 | $411K | Hold |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $433K | Hold |
|
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|
2024
Q3 | $440K | Hold |
|
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|
2024
Q2 | $401K | Sell |
|
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|
2024
Q1 | $419K | Buy |
|
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|
2023
Q4 | $407K | Hold |
|
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $375K | Hold |
|
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $544K | Hold |
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|
2021
Q4 | $577K | Buy |
|