Schechter Investment Advisors’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
Q1 | $2.18M | Buy |
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|
2024
Q4 | $830K | Sell |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.88M | Buy |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.34M | Buy |
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