SIA
Schechter Investment 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
Q1 | $2.18M | Buy |
20,844
+13,640
| +189% | +$1.43M | 0.18% | 115 |
|
|
2024
Q4 | $830K | Sell |
7,204
-6,328
| -47% | -$729K | 0.06% | 277 |
|
|
2024
Q3 | $1.58M | Sell |
13,532
-7,115
| -34% | -$832K | 0.12% | 169 |
|
|
2024
Q2 | $2.2M | Buy |
20,647
+10,044
| +95% | +$1.07M | 0.17% | 107 |
|
|
2024
Q1 | $1.17M | Sell |
10,603
-9,047
| -46% | -$1,000K | 0.09% | 210 |
|
|
2023
Q4 | $2.13M | Sell |
19,650
-2,059
| -9% | -$223K | 0.18% | 106 |
|
|
2023
Q3 | $2.05M | Buy |
21,709
+7,368
| +51% | +$695K | 0.2% | 100 |
|
|
2023
Q2 | $1.43M | Sell |
14,341
-5,099
| -26% | -$508K | 0.13% | 172 |
|
|
2023
Q1 | $1.88M | Buy |
19,440
+3,320
| +21% | +$321K | 0.17% | 115 |
|
|
2022
Q4 | $1.53M | Sell |
16,120
-3,979
| -20% | -$377K | 0.14% | 175 |
|
|
2022
Q3 | $1.75M | Sell |
20,099
-4,294
| -18% | -$374K | 0.17% | 123 |
|
|
2022
Q2 | $2.25M | Buy |
24,393
+12,846
| +111% | +$1.19M | 0.22% | 81 |
|
|
2022
Q1 | $1.25M | Sell |
11,547
-179
| -2% | -$19.3K | 0.12% | 225 |
|
|
2021
Q4 | $1.34M | Buy |
+11,726
| New | +$1.34M | 0.12% | 212 |
|