KIM
Karpus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-98,153
| Closed | -$9.26M | – | 269 |
|
|
2023
Q3 | $9.26M | Sell |
98,153
-28,588
| -23% | -$2.7M | 0.31% | 70 |
|
|
2023
Q2 | $12.6M | Sell |
126,741
-112,244
| -47% | -$11.2M | 0.4% | 56 |
|
|
2023
Q1 | $23.1M | Buy |
238,985
+58,785
| +33% | +$5.68M | 0.72% | 41 |
|
|
2022
Q4 | $17.1M | Buy |
+180,200
| New | +$17.1M | 0.58% | 43 |
|