SS
Sound Stewardship’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 | $5.64M | Buy |
51,572
+6,833
| +15% | +$747K | 2.91% | 15 |
|
|
2025
Q1 | $4.68M | Buy |
44,739
+281
| +0.6% | +$29.4K | 2.67% | 16 |
|
|
2024
Q4 | $5.12M | Sell |
44,458
-226
| -0.5% | -$26K | 3.04% | 15 |
|
|
2024
Q3 | $5.23M | Buy |
44,684
+1,532
| +4% | +$179K | 2.93% | 15 |
|
|
2024
Q2 | $4.6M | Buy |
43,152
+529
| +1% | +$56.4K | 2.8% | 16 |
|
|
2024
Q1 | $4.71M | Buy |
42,623
+1,248
| +3% | +$138K | 2.86% | 15 |
|
|
2023
Q4 | $4.48M | Buy |
41,375
+2,883
| +7% | +$312K | 2.96% | 13 |
|
|
2023
Q3 | $3.63M | Buy |
38,492
+24
| +0.1% | +$2.26K | 2.44% | 18 |
|
|
2023
Q2 | $3.83M | Buy |
38,468
+223
| +0.6% | +$22.2K | 2.52% | 18 |
|
|
2023
Q1 | $3.7M | Buy |
38,245
+1,719
| +5% | +$166K | 2.49% | 18 |
|
|
2022
Q4 | $3.46M | Buy |
+36,526
| New | +$3.46M | 2.56% | 16 |
|