KSWA
Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Sell |
5,182
-147
| -3% | -$16.1K | 0.22% | 72 |
|
|
2025
Q1 | $557K | Buy |
5,329
+50
| +0.9% | +$5.23K | 0.23% | 70 |
|
|
2024
Q4 | $608K | Buy |
5,279
+9
| +0.2% | +$1.04K | 0.25% | 69 |
|
|
2024
Q3 | $616K | Buy |
5,270
+507
| +11% | +$59.3K | 0.25% | 68 |
|
|
2024
Q2 | $508K | Buy |
4,763
+24
| +0.5% | +$2.56K | 0.23% | 70 |
|
|
2024
Q1 | $524K | Sell |
4,739
-19
| -0.4% | -$2.1K | 0.25% | 69 |
|
|
2023
Q4 | $515K | Sell |
4,758
-57
| -1% | -$6.17K | 0.26% | 68 |
|
|
2023
Q3 | $454K | Buy |
4,815
+1
| +0% | +$94 | 0.25% | 71 |
|
|
2023
Q2 | $480K | Sell |
4,814
-72
| -1% | -$7.17K | 0.31% | 61 |
|
|
2023
Q1 | $473K | Buy |
4,886
+63
| +1% | +$6.09K | 0.31% | 62 |
|
|
2022
Q4 | $456K | Buy |
4,823
+23
| +0.5% | +$2.18K | 0.31% | 68 |
|
|
2022
Q3 | $419K | Buy |
4,800
+172
| +4% | +$15K | 0.34% | 66 |
|
|
2022
Q2 | $428K | Buy |
4,628
+874
| +23% | +$80.8K | 0.36% | 60 |
|
|
2022
Q1 | $405K | Buy |
3,754
+450
| +14% | +$48.5K | 0.3% | 62 |
|
|
2021
Q4 | $378K | Buy |
+3,304
| New | +$378K | 0.28% | 67 |
|