KLI
Kelman-Lazarov Inc’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 | $22.1M | Buy |
202,401
+74
| +0% | +$8.09K | 3.58% | 9 |
|
|
2025
Q1 | $21.2M | Buy |
202,327
+7,872
| +4% | +$823K | 3.84% | 8 |
|
|
2024
Q4 | $22.4M | Sell |
194,455
-9,503
| -5% | -$1.09M | 4.03% | 7 |
|
|
2024
Q3 | $23.9M | Buy |
203,958
+4,054
| +2% | +$474K | 4.1% | 7 |
|
|
2024
Q2 | $21.3M | Buy |
199,904
+59,544
| +42% | +$6.35M | 3.98% | 7 |
|
|
2024
Q1 | $15.5M | Buy |
140,360
+14,759
| +12% | +$1.63M | 3.03% | 11 |
|
|
2023
Q4 | $13.6M | Sell |
125,601
-120
| -0.1% | -$13K | 2.94% | 11 |
|
|
2023
Q3 | $11.9M | Buy |
125,721
+1,791
| +1% | +$169K | 2.8% | 12 |
|
|
2023
Q2 | $12.3M | Buy |
123,930
+3,425
| +3% | +$341K | 2.97% | 11 |
|
|
2023
Q1 | $11.7M | Sell |
120,505
-1,385
| -1% | -$134K | 3.02% | 11 |
|
|
2022
Q4 | $11.5M | Buy |
121,890
+1,461
| +1% | +$138K | 3.25% | 11 |
|
|
2022
Q3 | $10.5M | Buy |
120,429
+1,553
| +1% | +$135K | 3.57% | 10 |
|
|
2022
Q2 | $11M | Buy |
118,876
+150
| +0.1% | +$13.9K | 3.71% | 9 |
|
|
2022
Q1 | $12.8M | Buy |
118,726
+2,205
| +2% | +$238K | 4.26% | 8 |
|
|
2021
Q4 | $13.3M | Buy |
116,521
+2,688
| +2% | +$308K | 4.29% | 7 |
|
|
2021
Q3 | $12.4M | Sell |
113,833
-796
| -0.7% | -$86.9K | 4.35% | 7 |
|
|
2021
Q2 | $13M | Sell |
114,629
-32,465
| -22% | -$3.67M | 4.52% | 6 |
|
|
2021
Q1 | $16M | Sell |
147,094
-3,106
| -2% | -$337K | 5.69% | 6 |
|
|
2020
Q4 | $13.8M | Sell |
150,200
-801
| -0.5% | -$73.6K | 5.3% | 6 |
|
|
2020
Q3 | $10.6M | Sell |
151,001
-348
| -0.2% | -$24.4K | 4.82% | 6 |
|
|
2020
Q2 | $10.3M | Buy |
151,349
+1,269
| +0.8% | +$86.7K | 4.79% | 6 |
|
|
2020
Q1 | $8.42M | Buy |
150,080
+46,994
| +46% | +$2.64M | 4.51% | 7 |
|
|
2019
Q4 | $8.64M | Buy |
103,086
+20,767
| +25% | +$1.74M | 3.89% | 8 |
|
|
2019
Q3 | $6.41M | Buy |
82,319
+4,454
| +6% | +$347K | 3.16% | 9 |
|
|
2019
Q2 | $6.1M | Buy |
77,865
+5,933
| +8% | +$464K | 3.12% | 9 |
|
|
2019
Q1 | $5.55M | Buy |
71,932
+15,204
| +27% | +$1.17M | 2.93% | 10 |
|
|
2018
Q4 | $3.93M | Buy |
56,728
+5,186
| +10% | +$359K | 2.45% | 11 |
|
|
2018
Q3 | $4.5M | Buy |
51,542
+3,365
| +7% | +$294K | 2.63% | 9 |
|
|
2018
Q2 | $4.02M | Buy |
48,177
+3,408
| +8% | +$284K | 2.16% | 12 |
|
|
2018
Q1 | $3.45M | Buy |
44,769
+4,387
| +11% | +$338K | 1.85% | 13 |
|
|
2017
Q4 | $3.1M | Buy |
40,382
+10,531
| +35% | +$809K | 1.58% | 18 |
|
|
2017
Q3 | $2.22M | Buy |
29,851
+24,683
| +478% | +$1.83M | 1.17% | 25 |
|
|
2017
Q2 | $362K | Hold |
5,168
| – | – | 0.2% | 91 |
|
|
2017
Q1 | $357K | Buy |
5,168
+2,558
| +98% | +$177K | 0.23% | 85 |
|
|
2016
Q4 | $359K | Hold |
2,610
| – | – | 0.2% | 93 |
|
|
2016
Q3 | $322K | Hold |
2,610
| – | – | 0.18% | 94 |
|
|
2016
Q2 | $304K | Sell |
2,610
-126
| -5% | -$14.7K | 0.17% | 97 |
|
|
2016
Q1 | $309K | Buy |
+2,736
| New | +$309K | 0.18% | 102 |
|