Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  iShares Core S&P Small-Cap ETF (IJR)
← All IJR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2008   Q1 0 0.00 Sell 100.00% <0.01 $26.27–32.67 · VW $30.01i SEC
2007   Q4 200 <0.01 $35.00 $7,000 SEC
2007   Q3 200 <0.01 Reduce 66.67% <0.01 $31.75–36.74 · VW $34.16i $7,000 SEC
2007   Q2 600 <0.01 $35.00 $21,000 SEC
2007   Q1 600 <0.01 $33.34 $20,000 SEC
2006   Q4 600 <0.01 $33.34 $20,000 SEC
2006   Q3 600 <0.01 $30.00 $18,000 SEC
2006   Q2 600 <0.01 $31.67 $19,000 SEC
2006   Q1 600 <0.01 $33.34 $20,000 SEC
2005   Q4 600 <0.01 Buy <0.01 $26.67–30.03 · VW $28.58i $17,000 SEC
2005   Q3 0 0.00 Sell 100.00% <0.01 $27.45–29.56 · VW $28.69i SEC
2005   Q2 600 <0.01 $27.51 $16,506 SEC
2005   Q1 600 <0.01 $26.47 $15,885 SEC
2004   Q4 600 <0.01 $27.12 $16,271 SEC
2004   Q3 600 <0.01 $24.04 $14,424 SEC
2004   Q2 600 <0.01 $24.53 $14,720 SEC
2004   Q1 600 <0.01 $23.73 $14,240 SEC
2003   Q4 600 <0.01 $22.33 $13,400 SEC
2003   Q3 600 <0.01 $19.56 $11,738 SEC
2003   Q2 600 <0.01 $18.28 $10,965 SEC
2003   Q1 600 <0.01 $15.25 $9,148 SEC
2002   Q4 600 <0.01 $16.24 $9,745 SEC
2002   Q3 600 <0.01 $15.52 $9,314 SEC
2002   Q2 600 <0.01 $19.08 $11,450 SEC
2002   Q1 600 <0.01 Buy <0.01 $18.31–20.68 · VW $19.33i $12,249 SEC
Price snapshot:
Current price$144.99
52-week low$105.71
52-week high$149.35