Schneider Downs Wealth Management 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
Q2 | $11.1M | Buy |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $9.67M | Buy |
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|
2024
Q3 | $8.17M | Buy |
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|
2024
Q2 | $7.23M | Buy |
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|
2024
Q1 | $7.44M | Buy |
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|
2023
Q4 | $7.15M | Sell |
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|
2023
Q3 | $6.3M | Buy |
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|
2023
Q2 | $6.25M | Buy |
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|
2023
Q1 | $5.55M | Sell |
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|
2022
Q4 | $5.46M | Buy |
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|
2022
Q3 | $4.37M | Buy |
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|
2022
Q2 | $4.52M | Buy |
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|
2022
Q1 | $4.36M | Buy |
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|
2021
Q4 | $3.9M | Buy |
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|
2021
Q3 | $3.24M | Buy |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $3.12M | Buy |
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|
2020
Q4 | $2.45M | Buy |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $5.87M | Buy |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $356K | Buy |
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|
2019
Q1 | $336K | Sell |
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|
2018
Q4 | $311K | Buy |
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|
2018
Q3 | $391K | Buy |
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|
2018
Q2 | $352K | Buy |
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