Kathmere Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.36M Buy
2025
Q2
$2.14M Sell
2025
Q1
$2.14M Buy
2024
Q4
$1.44M Buy
2024
Q3
$476K Buy
2024
Q2
$391K Sell
2024
Q1
$407K Buy
2023
Q4
$294K Sell
2023
Q3
$261K Hold
2023
Q2
$276K Buy
2023
Q1
$265K Sell
2022
Q4
$260K Sell
2022
Q3
$308K Buy
2022
Q2
$251K Sell
2022
Q1
$299K Buy
2021
Q4
$300K Sell
2021
Q3
$322K Buy
2021
Q2
$296K Buy
2021
Q1
$261K Sell
2020
Q4
$223K Buy
2020
Q3
$140K Buy