SIM
Studio Investment 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 | $595K | Buy |
5,443
+312
| +6% | +$34.1K | 0.12% | 112 |
|
|
2025
Q1 | $537K | Buy |
5,131
+237
| +5% | +$24.8K | 0.11% | 111 |
|
|
2024
Q4 | $564K | Sell |
4,894
-447
| -8% | -$51.5K | 0.12% | 105 |
|
|
2024
Q3 | $625K | Buy |
5,341
+1,669
| +45% | +$195K | 0.13% | 101 |
|
|
2024
Q2 | $392K | Buy |
3,672
+1,456
| +66% | +$155K | 0.09% | 120 |
|
|
2024
Q1 | $245K | Buy |
2,216
+698
| +46% | +$77.1K | 0.06% | 141 |
|
|
2023
Q4 | $164K | Buy |
1,518
+1,435
| +1,729% | +$155K | 0.04% | 153 |
|
|
2023
Q3 | $7.87K | Hold |
83
| – | – | ﹤0.01% | 212 |
|
|
2023
Q2 | $8.27K | Hold |
83
| – | – | ﹤0.01% | 205 |
|
|
2023
Q1 | $8.03K | Hold |
83
| – | – | ﹤0.01% | 201 |
|
|
2022
Q4 | $7.86K | Buy |
+83
| New | +$7.86K | ﹤0.01% | 176 |
|
|
2022
Q3 | – | Sell |
-131
| Closed | -$12K | – | 183 |
|
|
2022
Q2 | $12K | Buy |
+131
| New | +$12K | ﹤0.01% | 157 |
|