SDAM
Shulman DeMeo Asset 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 | $9.66M | Sell |
88,420
-1,357
| -2% | -$148K | 2.39% | 6 |
|
|
2025
Q1 | $9.39M | Sell |
89,777
-654
| -0.7% | -$68.4K | 2.64% | 5 |
|
|
2024
Q4 | $10.4M | Sell |
90,431
-1,312
| -1% | -$151K | 2.81% | 5 |
|
|
2024
Q3 | $10.7M | Sell |
91,743
-474
| -0.5% | -$55.4K | 2.63% | 6 |
|
|
2024
Q2 | $9.84M | Sell |
92,217
-1,506
| -2% | -$161K | 2.57% | 6 |
|
|
2024
Q1 | $10.4M | Sell |
93,723
-1,157
| -1% | -$128K | 2.74% | 5 |
|
|
2023
Q4 | $10.3M | Buy |
94,880
+946
| +1% | +$102K | 2.91% | 5 |
|
|
2023
Q3 | $8.86M | Sell |
93,934
-1,047
| -1% | -$98.8K | 2.96% | 4 |
|
|
2023
Q2 | $9.46M | Sell |
94,981
-192
| -0.2% | -$19.1K | 2.83% | 5 |
|
|
2023
Q1 | $9.2M | Buy |
95,173
+589
| +0.6% | +$57K | 2.89% | 5 |
|
|
2022
Q4 | $8.95M | Buy |
94,584
+466
| +0.5% | +$44.1K | 2.98% | 4 |
|
|
2022
Q3 | $8.21M | Sell |
94,118
-561
| -0.6% | -$48.9K | 2.91% | 5 |
|
|
2022
Q2 | $8.75M | Buy |
94,679
+96
| +0.1% | +$8.87K | 2.89% | 5 |
|
|
2022
Q1 | $10.2M | Buy |
94,583
+1,435
| +2% | +$155K | 2.83% | 5 |
|
|
2021
Q4 | $10.7M | Buy |
93,148
+2,351
| +3% | +$269K | 2.78% | 5 |
|
|
2021
Q3 | $9.91M | Buy |
+90,797
| New | +$9.91M | 8.6% | 3 |
|
|
2021
Q2 | – | Sell |
-91,827
| Closed | -$9.97M | – | 98 |
|
|
2021
Q1 | $9.97M | Buy |
91,827
+177
| +0.2% | +$19.2K | 2.72% | 5 |
|
|
2020
Q4 | $8.42M | Sell |
91,650
-250
| -0.3% | -$23K | 2.4% | 6 |
|
|
2020
Q3 | $6.45M | Sell |
91,900
-4,452
| -5% | -$313K | 2.16% | 8 |
|
|
2020
Q2 | $6.58M | Buy |
96,352
+72
| +0.1% | +$4.92K | 2.55% | 5 |
|
|
2020
Q1 | $5.4M | Buy |
96,280
+822
| +0.9% | +$46.1K | 2.51% | 5 |
|
|
2019
Q4 | $8M | Sell |
95,458
-2,930
| -3% | -$246K | 2.78% | 4 |
|
|
2019
Q3 | $7.66M | Sell |
98,388
-1,644
| -2% | -$128K | 2.57% | 5 |
|
|
2019
Q2 | $7.83M | Sell |
100,032
-205
| -0.2% | -$16K | 2.89% | 4 |
|
|
2019
Q1 | $7.73M | Buy |
+100,237
| New | +$7.73M | 2.94% | 4 |
|