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 E (IJR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2008   Q1 0 0.00 Sell 100.00% <0.01 SEC
2007   Q4 100 <0.01 $70.00 $7,000 SEC
2007   Q3 100 <0.01 Reduce 66.67% <0.01 $70.00 $7,000 SEC
2007   Q2 300 <0.01 $70.00 $21,000 SEC
2007   Q1 300 <0.01 $66.67 $20,000 SEC
2006   Q4 300 <0.01 $66.67 $20,000 SEC
2006   Q3 300 <0.01 $60.00 $18,000 SEC
2006   Q2 300 <0.01 $63.33 $19,000 SEC
2006   Q1 300 <0.01 $66.67 $20,000 SEC
2005   Q4 300 <0.01 Buy <0.01 $56.67 $17,000 SEC
2005   Q3 0 0.00 Sell 100.00% <0.01 SEC
2005   Q2 300 <0.01 Add 200.00% <0.01 $55,020.00 $16,506,000 SEC
2005   Q1 100 <0.01 $158,850.00 $15,885,000 SEC
2004   Q4 100 <0.01 $162,710.00 $16,271,000 SEC
2004   Q3 100 <0.01 $144,240.00 $14,424,000 SEC
2004   Q2 100 <0.01 $147,200.00 $14,720,000 SEC
2004   Q1 100 <0.01 $142,400.00 $14,240,000 SEC
2003   Q4 100 <0.01 $134,000.00 $13,400,000 SEC
2003   Q3 100 <0.01 $117,380.00 $11,738,000 SEC
2003   Q2 100 <0.01 $109,650.00 $10,965,000 SEC
2003   Q1 100 <0.01 $91,480.00 $9,148,000 SEC
2002   Q4 100 <0.01 $97,450.00 $9,745,000 SEC
2002   Q3 100 <0.01 $93,140.00 $9,314,000 SEC
2002   Q2 100 <0.01 $114,500.00 $11,450,000 SEC
2002   Q1 100 <0.01 Buy <0.01 $122,490.00 $12,249,000 SEC