KLI
Kelman-Lazarov Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
262,276
+8,265
| +3% | +$513K | 2.64% | 15 |
|
|
2025
Q1 | $14.8M | Buy |
254,011
+4,011
| +2% | +$234K | 2.69% | 15 |
|
|
2024
Q4 | $15.6M | Buy |
250,000
+1,046
| +0.4% | +$65.2K | 2.8% | 13 |
|
|
2024
Q3 | $15.5M | Buy |
248,954
+5,000
| +2% | +$312K | 2.67% | 13 |
|
|
2024
Q2 | $14.3M | Buy |
243,954
+4,930
| +2% | +$289K | 2.66% | 13 |
|
|
2024
Q1 | $14.5M | Buy |
239,024
+192,118
| +410% | +$11.7M | 2.84% | 12 |
|
|
2023
Q4 | $13M | Buy |
46,906
+2,731
| +6% | +$757K | 2.81% | 13 |
|
|
2023
Q3 | $11M | Buy |
44,175
+256
| +0.6% | +$63.8K | 2.6% | 14 |
|
|
2023
Q2 | $11.5M | Buy |
43,919
+2,063
| +5% | +$539K | 2.76% | 13 |
|
|
2023
Q1 | $10.5M | Buy |
41,856
+7,707
| +23% | +$1.93M | 2.72% | 12 |
|
|
2022
Q4 | $8.26M | Buy |
34,149
+16,375
| +92% | +$3.96M | 2.32% | 13 |
|
|
2022
Q3 | $3.9M | Buy |
17,774
+1,036
| +6% | +$227K | 1.33% | 14 |
|
|
2022
Q2 | $3.79M | Buy |
16,738
+378
| +2% | +$85.5K | 1.28% | 14 |
|
|
2022
Q1 | $4.39M | Buy |
16,360
+786
| +5% | +$211K | 1.46% | 11 |
|
|
2021
Q4 | $4.41M | Buy |
15,574
+1,368
| +10% | +$387K | 1.42% | 11 |
|
|
2021
Q3 | $3.74M | Sell |
14,206
-231
| -2% | -$60.8K | 1.31% | 11 |
|
|
2021
Q2 | $3.88M | Sell |
14,437
-2,280
| -14% | -$613K | 1.35% | 11 |
|
|
2021
Q1 | $4.35M | Sell |
16,717
-74
| -0.4% | -$19.3K | 1.55% | 12 |
|
|
2020
Q4 | $3.86M | Sell |
16,791
-457
| -3% | -$105K | 1.48% | 12 |
|
|
2020
Q3 | $3.2M | Sell |
17,248
-1,584
| -8% | -$294K | 1.45% | 11 |
|
|
2020
Q2 | $3.35M | Sell |
18,832
-2,216
| -11% | -$394K | 1.55% | 12 |
|
|
2020
Q1 | $3.03M | Buy |
21,048
+3,037
| +17% | +$437K | 1.62% | 12 |
|
|
2019
Q4 | $3.71M | Buy |
18,011
+1,379
| +8% | +$284K | 1.67% | 12 |
|
|
2019
Q3 | $3.21M | Buy |
16,632
+2,453
| +17% | +$474K | 1.58% | 15 |
|
|
2019
Q2 | $2.75M | Buy |
14,179
+777
| +6% | +$151K | 1.41% | 18 |
|
|
2019
Q1 | $2.54M | Buy |
13,402
+6,776
| +102% | +$1.28M | 1.34% | 19 |
|
|
2018
Q4 | $1.1M | Buy |
+6,626
| New | +$1.1M | 0.68% | 34 |
|