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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Hold |
3,761
| – | – | 0.03% | 127 |
|
|
2025
Q1 | $393K | Hold |
3,761
| – | – | 0.03% | 125 |
|
|
2024
Q4 | $433K | Hold |
3,761
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $440K | Hold |
3,761
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $401K | Sell |
3,761
-26
| -0.7% | -$2.77K | 0.03% | 117 |
|
|
2024
Q1 | $419K | Buy |
3,787
+26
| +0.7% | +$2.87K | 0.03% | 118 |
|
|
2023
Q4 | $407K | Hold |
3,761
| – | – | 0.04% | 110 |
|
|
2023
Q3 | $355K | Hold |
3,761
| – | – | 0.04% | 113 |
|
|
2023
Q2 | $375K | Hold |
3,761
| – | – | 0.04% | 114 |
|
|
2023
Q1 | $364K | Sell |
3,761
-17
| -0.4% | -$1.64K | 0.04% | 116 |
|
|
2022
Q4 | $358K | Sell |
3,778
-1,264
| -25% | -$120K | 0.04% | 112 |
|
|
2022
Q3 | $440K | Sell |
5,042
-678
| -12% | -$59.2K | 0.05% | 103 |
|
|
2022
Q2 | $529K | Buy |
5,720
+678
| +13% | +$62.7K | 0.05% | 107 |
|
|
2022
Q1 | $544K | Hold |
5,042
| – | – | 0.05% | 110 |
|
|
2021
Q4 | $577K | Buy |
+5,042
| New | +$577K | 0.05% | 108 |
|