William Frels - Mairs & Power
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 |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,410 | <0.01 | Reduce 3.41% | <0.01 | $119.78–133.52 · VW $126.74i | $299,587 | SEC |
| 2025 Q4 | 2,495 | <0.01 | Reduce 29.06% | <0.01 | $112.00–125.84 · VW $119.30i | $299,849 | SEC |
| 2025 Q3 | 3,517 | <0.01 | Add 15.20% | <0.01 | $107.09–121.00 · VW $114.58i | $417,925 | SEC |
| 2025 Q2 | 3,053 | <0.01 | Add 56.89% | <0.01 | $89.22–110.14 · VW $102.60i | $333,662 | SEC |
| 2025 Q1 | 1,946 | <0.01 | Reduce 35.31% | <0.01 | $101.99–120.25 · VW $111.59i | $203,493 | SEC |
| 2024 Q4 | 3,008 | <0.01 | $115.22 | $346,582 | SEC | ||
| 2024 Q3 | 3,008 | <0.01 | Reduce 10.42% | <0.01 | $104.89–120.74 · VW $114.23i | $351,816 | SEC |
| 2024 Q2 | 3,358 | <0.01 | Add 72.56% | <0.01 | $101.85–111.57 · VW $106.97i | $358,164 | SEC |
| 2024 Q1 | 1,946 | <0.01 | $110.52 | $215,072 | SEC | ||
| 2023 Q4 | 1,946 | <0.01 | Reduce 16.48% | <0.01 | $87.32–110.55 · VW $96.81i | $210,655 | SEC |
| 2023 Q3 | 2,330 | <0.01 | Buy | <0.01 | $92.87–105.22 · VW $99.75i | $219,789 | SEC |
| 2023 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $90.28–100.52 · VW $94.96i | SEC | |
| 2023 Q1 | 2,454 | <0.01 | Reduce 5.18% | <0.01 | $90.83–108.24 · VW $99.74i | $237,302 | SEC |
| 2022 Q4 | 2,588 | <0.01 | $94.64 | $244,928 | SEC | ||
| 2022 Q3 | 2,588 | <0.01 | Reduce 28.17% | <0.01 | $86.40–106.98 · VW $96.17i | $226,000 | SEC |
| 2022 Q2 | 3,603 | <0.01 | Reduce 7.97% | <0.01 | $88.53–109.31 · VW $98.96i | $333,000 | SEC |
| 2022 Q1 | 3,915 | <0.01 | Add 4.09% | <0.01 | $100.58–117.35 · VW $107.29i | $422,000 | SEC |
| 2021 Q4 | 3,761 | <0.01 | Buy | <0.01 | $106.53–121.45 · VW $112.74i | $431,000 | SEC |
| 2014 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $51.40–56.21 · VW $54.03i | SEC | |
| 2014 Q1 | 4,690 | <0.01 | $55.01 | $258,000 | SEC | ||
| 2013 Q4 | 4,690 | <0.01 | $54.59 | $256,000 | SEC | ||
| 2013 Q3 | 4,690 | <0.01 | Buy | <0.01 | $45.22–50.21 · VW $48.05i | $234,000 | SEC |
Price snapshot:
Current price$144.99
Avg. buy price$105.14
+/- since buy37.90%
52-week low$105.71
52-week high$149.35