SGK
Steigerwald Gordon & Koch’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 | $3.05M | Buy |
27,931
+648
| +2% | +$70.8K | 0.32% | 48 |
|
|
2025
Q1 | $2.85M | Sell |
27,283
-807
| -3% | -$84.4K | 0.32% | 48 |
|
|
2024
Q4 | $3.24M | Sell |
28,090
-318
| -1% | -$36.6K | 0.37% | 46 |
|
|
2024
Q3 | $3.32M | Buy |
28,408
+118
| +0.4% | +$13.8K | 0.36% | 46 |
|
|
2024
Q2 | $3.02M | Buy |
28,290
+916
| +3% | +$97.7K | 0.37% | 47 |
|
|
2024
Q1 | $3.03M | Sell |
27,374
-55
| -0.2% | -$6.08K | 0.38% | 46 |
|
|
2023
Q4 | $2.97M | Sell |
27,429
-229
| -0.8% | -$24.8K | 0.4% | 45 |
|
|
2023
Q3 | $2.61M | Sell |
27,658
-385
| -1% | -$36.3K | 0.4% | 45 |
|
|
2023
Q2 | $2.79M | Sell |
28,043
-401
| -1% | -$40K | 0.41% | 44 |
|
|
2023
Q1 | $2.75M | Sell |
28,444
-2,559
| -8% | -$247K | 0.41% | 45 |
|
|
2022
Q4 | $2.93M | Sell |
31,003
-1,554
| -5% | -$147K | 0.47% | 45 |
|
|
2022
Q3 | $2.84M | Sell |
32,557
-395
| -1% | -$34.4K | 0.52% | 45 |
|
|
2022
Q2 | $3.05M | Buy |
32,952
+8
| +0% | +$739 | 0.53% | 46 |
|
|
2022
Q1 | $3.55M | Sell |
32,944
-605
| -2% | -$65.3K | 0.54% | 46 |
|
|
2021
Q4 | $3.84M | Buy |
33,549
+252
| +0.8% | +$28.9K | 0.58% | 44 |
|
|
2021
Q3 | $3.64M | Sell |
33,297
-579
| -2% | -$63.2K | 0.59% | 44 |
|
|
2021
Q2 | $3.83M | Buy |
33,876
+581
| +2% | +$65.6K | 0.63% | 44 |
|
|
2021
Q1 | $3.61M | Buy |
33,295
+1,225
| +4% | +$133K | 0.67% | 44 |
|
|
2020
Q4 | $2.95M | Sell |
32,070
-839
| -3% | -$77.1K | 0.6% | 44 |
|
|
2020
Q3 | $2.31M | Sell |
32,909
-1,048
| -3% | -$73.6K | 0.55% | 44 |
|
|
2020
Q2 | $2.32M | Sell |
33,957
-752
| -2% | -$51.4K | 0.61% | 44 |
|
|
2020
Q1 | $1.95M | Sell |
34,709
-6,535
| -16% | -$367K | 0.66% | 41 |
|
|
2019
Q4 | $3.46M | Sell |
41,244
-1,081
| -3% | -$90.6K | 0.81% | 39 |
|
|
2019
Q3 | $3.3M | Sell |
42,325
-866
| -2% | -$67.4K | 0.84% | 39 |
|
|
2019
Q2 | $3.38M | Sell |
43,191
-2,249
| -5% | -$176K | 0.88% | 39 |
|
|
2019
Q1 | $3.51M | Sell |
45,440
-2,616
| -5% | -$202K | 0.93% | 37 |
|
|
2018
Q4 | $3.33M | Sell |
48,056
-952
| -2% | -$66K | 0.99% | 36 |
|
|
2018
Q3 | $4.28M | Sell |
49,008
-2,975
| -6% | -$260K | 1.07% | 38 |
|
|
2018
Q2 | $4.34M | Sell |
51,983
-1,524
| -3% | -$127K | 1.15% | 37 |
|
|
2018
Q1 | $4.12M | Sell |
53,507
-2,759
| -5% | -$212K | 1.15% | 37 |
|
|
2017
Q4 | $4.32M | Sell |
56,266
-5,514
| -9% | -$424K | 1.19% | 36 |
|
|
2017
Q3 | $4.59M | Sell |
61,780
-1,395
| -2% | -$104K | 1.26% | 35 |
|
|
2017
Q2 | $4.4M | Sell |
63,175
-1,920
| -3% | -$134K | 1.24% | 36 |
|
|
2017
Q1 | $4.47M | Buy |
65,095
+29,047
| +81% | +$2M | 1.32% | 36 |
|
|
2016
Q4 | $4.93M | Buy |
36,048
+703
| +2% | +$96.1K | 1.57% | 33 |
|
|
2016
Q3 | $4.36M | Sell |
35,345
-380
| -1% | -$46.9K | 1.52% | 34 |
|
|
2016
Q2 | $4.13M | Sell |
35,725
-452
| -1% | -$52.2K | 1.48% | 34 |
|
|
2016
Q1 | $4.05M | Sell |
36,177
-1,066
| -3% | -$119K | 1.55% | 33 |
|
|
2015
Q4 | $4.08M | Sell |
37,243
-1,329
| -3% | -$146K | 1.66% | 32 |
|
|
2015
Q3 | $4.09M | Sell |
38,572
-39
| -0.1% | -$4.13K | 1.81% | 33 |
|
|
2015
Q2 | $4.53M | Sell |
38,611
-117
| -0.3% | -$13.7K | 2.06% | 30 |
|
|
2015
Q1 | $4.55M | Buy |
38,728
+27
| +0.1% | +$3.17K | 2.12% | 31 |
|
|
2014
Q4 | $4.39M | Sell |
38,701
-249
| -0.6% | -$28.3K | 2.2% | 29 |
|
|
2014
Q3 | $4.04M | Sell |
38,950
-2,183
| -5% | -$227K | 2.12% | 28 |
|
|
2014
Q2 | $4.59M | Sell |
41,133
-1,061
| -3% | -$118K | 2.45% | 28 |
|
|
2014
Q1 | $4.63M | Sell |
42,194
-640
| -1% | -$70.2K | 2.65% | 26 |
|
|
2013
Q4 | $4.65M | Sell |
42,834
-690
| -2% | -$75K | 2.78% | 26 |
|
|
2013
Q3 | $4.32M | Sell |
43,524
-316
| -0.7% | -$31.4K | 2.82% | 22 |
|
|
2013
Q2 | $3.94M | Buy |
+43,840
| New | +$3.94M | 2.79% | 19 |
|