Ishares Core S&P Small Cap E (IJR)
| Sector: | |
| |
| Super Investor Stats: | |
| Ownership count: | 3 |
| Ownership rank: | 299 |
| % of all portfolios: | 0.009% |
| Hold Price * : | $136.04 |
| History |
Portfolio Manager |
Activity ▲ |
Share change |
% change to portfolio |
| Q3 2026 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.58% |
401 |
0.00 |
| Q2 2026 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 2.16% |
1,470 |
0.02 |
| ≡ |
Bill Nygren - Oakmark Funds |
Buy |
177 |
0.00 |
| ≡ |
Arnold Van Den Berg - Century Management |
Sell 100.00% |
26 |
0.00 |
| Q1 2026 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 8.10% |
5,095 |
0.06 |
| ≡ |
Arnold Van Den Berg - Century Management |
Reduce 86.60% |
168 |
0.00 |
| ≡ |
Mairs & Power Funds |
Reduce 3.41% |
85 |
0.00 |
| Q4 2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 8.96% |
5,168 |
0.06 |
| ≡ |
Arnold Van Den Berg - Century Management |
Buy |
194 |
0.01 |
| ≡ |
Mairs & Power Funds |
Reduce 29.06% |
1,022 |
0.00 |
| Q3 2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 5.27% |
2,888 |
0.03 |
| ≡ |
Mairs & Power Funds |
Add 15.20% |
464 |
0.00 |
| Q2 2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 12.64% |
6,150 |
0.07 |
| ≡ |
Mairs & Power Funds |
Add 56.89% |
1,107 |
0.00 |
| Q1 2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 15.30% |
6,457 |
0.07 |
| ≡ |
Mairs & Power Funds |
Reduce 35.31% |
1,062 |
0.00 |
| ≡ |
Bill Nygren - Oakmark Funds |
Sell 100.00% |
70 |
0.00 |
| Q4 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 17.20% |
6,195 |
0.08 |
| ≡ |
Bill Nygren - Oakmark Funds |
Reduce 93.92% |
1,081 |
0.00 |
| Q3 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 22.85% |
6,700 |
0.09 |
| ≡ |
Bill Nygren - Oakmark Funds |
Buy |
1,151 |
0.00 |
| ≡ |
Mairs & Power Funds |
Reduce 10.42% |
350 |
0.00 |
| Q2 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 26.60% |
6,159 |
0.08 |
| ≡ |
Mairs & Power Funds |
Add 72.56% |
1,412 |
0.00 |
| Q1 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 47.65% |
7,473 |
0.10 |
| Q4 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 11.33% |
1,596 |
0.02 |
| Q3 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 50.80% |
4,746 |
0.06 |
| Q2 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 24.25% |
1,823 |
0.03 |
| Q1 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 2.79% |
204 |
0.00 |
| Q4 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 41.71% |
2,153 |
0.03 |
| Q3 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 5.34% |
291 |
0.00 |
| Q2 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 5.56% |
287 |
0.00 |
| Q1 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 9.70% |
457 |
0.01 |
| Q4 2021 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 35.90% |
1,244 |
0.02 |
| Q3 2021 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 84.50% |
1,587 |
0.02 |
| Q2 2021 |
| ≡ |
David Katz - Matrix Asset Advisors |
Buy |
1,878 |
0.03 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.