Steigerwald Gordon & Koch’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Steigerwald Gordon & Koch’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.32M	Sell	26,717 -173	-0.6%	-$22K	0.34%	50
2025 Q4	$3.23M	Sell	26,890 -164	-0.6%	-$19.6K	0.31%	53
2025 Q3	$3.21M	Sell	27,054 -877	-3%	-$101K	0.31%	51
2025 Q2	$3.05M	Buy	27,931 +648	+2%	+$67K	0.32%	48
2025 Q1	$2.85M	Sell	27,283 -807	-3%	-$91.1K	0.32%	48
2024 Q4	$3.24M	Sell	28,090 -318	-1%	-$38K	0.37%	46
2024 Q3	$3.32M	Buy	28,408 +118	+0.4%	+$13.3K	0.36%	46
2024 Q2	$3.02M	Buy	28,290 +916	+3%	+$98K	0.37%	47
2024 Q1	$3.03M	Sell	27,374 -55	-0.2%	-$5.84K	0.38%	46
2023 Q4	$2.97M	Sell	27,429 -229	-0.8%	-$22.1K	0.4%	45
2023 Q3	$2.61M	Sell	27,658 -385	-1%	-$38.5K	0.4%	45
2023 Q2	$2.79M	Sell	28,043 -401	-1%	-$38.2K	0.41%	44
2023 Q1	$2.75M	Sell	28,444 -2,559	-8%	-$256K	0.41%	45
2022 Q4	$2.93M	Sell	31,003 -1,554	-5%	-$149K	0.47%	45
2022 Q3	$2.84M	Sell	32,557 -395	-1%	-$38.4K	0.52%	45
2022 Q2	$3.04M	Buy	32,952 +8	+0%	+$796	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%	+$28.7K	0.58%	44
2021 Q3	$3.64M	Sell	33,297 -579	-2%	-$63.8K	0.59%	44
2021 Q2	$3.83M	Buy	33,876 +581	+2%	+$64.8K	0.63%	44
2021 Q1	$3.61M	Buy	33,295 +1,225	+4%	+$128K	0.67%	44
2020 Q4	$2.95M	Sell	32,070 -839	-3%	-$68.9K	0.6%	44
2020 Q3	$2.31M	Sell	32,909 -1,048	-3%	-$75.1K	0.55%	44
2020 Q2	$2.32M	Sell	33,957 -752	-2%	-$47.5K	0.61%	44
2020 Q1	$1.95M	Sell	34,709 -6,535	-16%	-$487K	0.66%	41
2019 Q4	$3.46M	Sell	41,244 -1,081	-3%	-$87K	0.81%	39
2019 Q3	$3.29M	Sell	42,325 -866	-2%	-$67.1K	0.84%	39
2019 Q2	$3.38M	Sell	43,191 -2,249	-5%	-$175K	0.88%	39
2019 Q1	$3.51M	Sell	45,440 -2,616	-5%	-$201K	0.93%	37
2018 Q4	$3.33M	Sell	48,056 -952	-2%	-$73.6K	0.99%	36
2018 Q3	$4.28M	Sell	49,008 -2,975	-6%	-$261K	1.07%	38
2018 Q2	$4.34M	Sell	51,983 -1,524	-3%	-$124K	1.15%	37
2018 Q1	$4.12M	Sell	53,507 -2,759	-5%	-$215K	1.15%	37
2017 Q4	$4.32M	Sell	56,266 -5,514	-9%	-$416K	1.19%	36
2017 Q3	$4.58M	Sell	61,780 -1,395	-2%	-$97.8K	1.26%	35
2017 Q2	$4.4M	Sell	63,175 -1,920	-3%	-$133K	1.24%	36
2017 Q1	$4.47M	Sell	65,095 -7,001	-10%	-$483K	1.32%	36
2016 Q4	$4.93M	Buy	72,096 +1,406	+2%	+$90.7K	1.57%	33
2016 Q3	$4.36M	Sell	70,690 -760	-1%	-$46.4K	1.52%	34
2016 Q2	$4.13M	Sell	71,450 -904	-1%	-$51.5K	1.48%	34
2016 Q1	$4.05M	Sell	72,354 -2,132	-3%	-$111K	1.55%	33
2015 Q4	$4.08M	Sell	74,486 -2,658	-3%	-$150K	1.66%	32
2015 Q3	$4.09M	Sell	77,144 -78	-0.1%	-$4.42K	1.81%	33
2015 Q2	$4.53M	Sell	77,222 -234	-0.3%	-$13.8K	2.06%	30
2015 Q1	$4.55M	Buy	77,456 +54	+0.1%	+$3.09K	2.12%	31
2014 Q4	$4.39M	Sell	77,402 -498	-0.6%	-$27.2K	2.2%	29
2014 Q3	$4.04M	Sell	77,900 -4,366	-5%	-$238K	2.12%	28
2014 Q2	$4.59M	Sell	82,266 -2,122	-3%	-$115K	2.45%	28
2014 Q1	$4.63M	Sell	84,388 -1,280	-1%	-$69.2K	2.65%	26
2013 Q4	$4.65M	Sell	85,668 -1,380	-2%	-$72.1K	2.78%	26
2013 Q3	$4.32M	Sell	87,048 -632	-0.7%	-$30.5K	2.82%	22
2013 Q2	$3.94M	Buy	+87,680	New	+$3.88M	2.79%	19