KCM Investment Advisors’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 | $470K | Sell |
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|
2025
Q2 | $440K | Buy |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $469K | Sell |
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|
2023
Q4 | $519K | Hold |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $518K | Sell |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $464K | Sell |
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|
2021
Q4 | $516K | Sell |
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|
2021
Q3 | $509K | Buy |
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|
2021
Q2 | $526K | Buy |
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|
2021
Q1 | $460K | Sell |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $438K | Sell |
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|
2020
Q2 | $487K | Buy |
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|
2020
Q1 | $350K | Sell |
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|
2019
Q4 | $593K | Sell |
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|
2019
Q3 | $552K | Buy |
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|
2019
Q2 | $540K | Hold |
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|
2019
Q1 | $532K | Sell |
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|
2018
Q4 | $493K | Hold |
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|
2018
Q3 | $620K | Hold |
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|
2018
Q2 | $593K | Hold |
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|
2018
Q1 | $548K | Hold |
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|
2017
Q4 | $546K | Hold |
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|
2017
Q3 | $528K | Buy |
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|
2017
Q2 | $493K | Sell |
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|
2017
Q1 | $506K | Hold |
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|
2016
Q4 | $503K | Sell |
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|
2016
Q3 | $520K | Sell |
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|
2016
Q2 | $540K | Hold |
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|
2016
Q1 | $523K | Sell |
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|
2015
Q4 | $544K | Sell |
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|
2015
Q3 | $565K | Sell |
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|
2015
Q2 | $656K | Sell |
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|
2015
Q1 | $672K | Buy |
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|
2014
Q4 | $587K | Hold |
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|
2014
Q3 | $536K | Hold |
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|
2014
Q2 | $576K | Sell |
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|
2014
Q1 | $587K | Sell |
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|
2013
Q4 | $659K | Buy |
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|
2013
Q3 | $594K | Buy |
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|
2013
Q2 | $471K | Buy |
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