SCM
Schnieders Capital Management’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
Q2 | $244K | Buy |
2,232
+38
| +2% | +$4.15K | 0.04% | 198 |
|
|
2025
Q1 | $229K | Sell |
2,194
-169
| -7% | -$17.7K | 0.05% | 184 |
|
|
2024
Q4 | $272K | Sell |
2,363
-4,247
| -64% | -$489K | 0.05% | 176 |
|
|
2024
Q3 | $773K | Buy |
6,610
+4,247
| +180% | +$497K | 0.15% | 96 |
|
|
2024
Q2 | $252K | Hold |
2,363
| – | – | 0.05% | 176 |
|
|
2024
Q1 | $261K | Hold |
2,363
| – | – | 0.05% | 173 |
|
|
2023
Q4 | $256K | Sell |
2,363
-45
| -2% | -$4.87K | 0.06% | 172 |
|
|
2023
Q3 | $227K | Hold |
2,408
| – | – | 0.05% | 166 |
|
|
2023
Q2 | $240K | Sell |
2,408
-1
| -0% | -$100 | 0.05% | 174 |
|
|
2023
Q1 | $233K | Hold |
2,409
| – | – | 0.05% | 179 |
|
|
2022
Q4 | $228K | Buy |
+2,409
| New | +$228K | 0.05% | 188 |
|
|
2022
Q3 | – | Sell |
-2,206
| Closed | -$204K | – | 190 |
|
|
2022
Q2 | $204K | Buy |
2,206
+1
| +0% | +$92 | 0.06% | 175 |
|
|
2022
Q1 | $238K | Hold |
2,205
| – | – | 0.06% | 182 |
|
|
2021
Q4 | $253K | Hold |
2,205
| – | – | 0.06% | 175 |
|
|
2021
Q3 | $241K | Hold |
2,205
| – | – | 0.06% | 169 |
|
|
2021
Q2 | $249K | Buy |
+2,205
| New | +$249K | 0.07% | 171 |
|