SHJ
Sharkey, Howes & Javer’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 | $1.06M | Sell |
9,697
-4,708
| -33% | -$515K | 0.14% | 89 |
|
|
2025
Q1 | $1.51M | Hold |
14,405
| – | – | 0.22% | 73 |
|
|
2024
Q4 | $1.66M | Buy |
14,405
+7,017
| +95% | +$808K | 0.23% | 66 |
|
|
2024
Q3 | $864K | Buy |
+7,388
| New | +$864K | 0.12% | 84 |
|
|
2023
Q1 | – | Sell |
-33,464
| Closed | -$3.17M | – | 99 |
|
|
2022
Q4 | $3.17M | Sell |
33,464
-23,192
| -41% | -$2.19M | 0.73% | 29 |
|
|
2022
Q3 | $4.94M | Buy |
56,656
+53,653
| +1,787% | +$4.68M | 1.08% | 23 |
|
|
2022
Q2 | $277K | Sell |
3,003
-63,487
| -95% | -$5.86M | 0.07% | 75 |
|
|
2022
Q1 | $7.17M | Sell |
66,490
-19,761
| -23% | -$2.13M | 1.64% | 16 |
|
|
2021
Q4 | $9.88M | Buy |
86,251
+3,128
| +4% | +$358K | 2.23% | 14 |
|
|
2021
Q3 | $9.08M | Buy |
83,123
+4,372
| +6% | +$477K | 2.35% | 14 |
|
|
2021
Q2 | $8.9M | Buy |
78,751
+14,182
| +22% | +$1.6M | 2.36% | 13 |
|
|
2021
Q1 | $7.01M | Buy |
64,569
+32,440
| +101% | +$3.52M | 2.19% | 16 |
|
|
2020
Q4 | $2.95M | Sell |
32,129
-40,623
| -56% | -$3.73M | 0.99% | 22 |
|
|
2020
Q3 | $5.11M | Buy |
72,752
+11,380
| +19% | +$799K | 1.94% | 17 |
|
|
2020
Q2 | $4.19M | Buy |
+61,372
| New | +$4.19M | 1.85% | 16 |
|
|
2019
Q2 | – | Sell |
-52
| Closed | -$4K | – | 202 |
|
|
2019
Q1 | $4K | Sell |
52
-2,313
| -98% | -$178K | ﹤0.01% | 179 |
|
|
2018
Q4 | $164K | Buy |
2,365
+310
| +15% | +$21.5K | 0.11% | 57 |
|
|
2018
Q3 | $179K | Buy |
2,055
+310
| +18% | +$27K | 0.09% | 56 |
|
|
2018
Q2 | $146K | Buy |
1,745
+1,741
| +43,525% | +$146K | 0.08% | 55 |
|
|
2018
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 203 |
|
|
2017
Q3 | – | Sell |
-326
| Closed | -$23K | – | 221 |
|
|
2017
Q2 | $23K | Hold |
326
| – | – | 0.01% | 119 |
|
|
2017
Q1 | $23K | Sell |
326
-286
| -47% | -$20.2K | 0.01% | 132 |
|
|
2016
Q4 | $84K | Buy |
+612
| New | +$84K | 0.05% | 68 |
|