Key Financial Inc’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
2026 Q1	$777K	Sell	6,254 -106	-2%	-$13.5K	0.14%	137
2025 Q4	$764K	Buy	6,360 +69	+1%	+$8.25K	0.14%	131
2025 Q3	$750K	Sell	6,291 -822	-12%	-$94.5K	0.14%	133
2025 Q2	$777K	Sell	7,113 -1,460	-17%	-$151K	0.16%	120
2025 Q1	$897K	Buy	8,573 +169	+2%	+$19.1K	0.2%	96
2024 Q4	$968K	Buy	8,404 +195	+2%	+$23.3K	0.22%	86
2024 Q3	$960K	Hold	8,209	–	–	0.21%	83
2024 Q2	$876K	Buy	8,209 +1,330	+19%	+$142K	0.21%	86
2024 Q1	$760K	Sell	6,879 -96	-1%	-$10.2K	0.19%	97
2023 Q4	$755K	Hold	6,975	–	–	0.21%	91
2023 Q3	$658K	Buy	6,975 +72	+1%	+$7.19K	0.22%	88
2023 Q2	$688K	Sell	6,903 -26	-0.4%	-$2.48K	0.23%	87
2023 Q1	$670K	Buy	6,929 +383	+6%	+$38.3K	0.24%	79
2022 Q4	$571K	Hold	6,546	–	–	0.27%	68
2022 Q3	$571K	Sell	6,546 -90	-1%	-$8.74K	0.27%	68
2022 Q2	$619K	Buy	6,636 +687	+12%	+$68.3K	0.34%	54
2022 Q1	$642K	Buy	5,949 +1,925	+48%	+$208K	0.32%	57
2021 Q4	$461K	Sell	4,024 -38	-0.9%	-$4.33K	0.23%	81
2021 Q3	$444K	Hold	4,062	–	–	0.25%	79
2021 Q2	$448K	Buy	4,062 +771	+23%	+$86K	0.25%	80
2021 Q1	$357K	Sell	3,291 -208	-6%	-$21.8K	0.24%	87
2020 Q4	$322K	Buy	3,499 +231	+7%	+$19K	0.24%	82
2020 Q3	$230K	Sell	3,268 -50	-2%	-$3.58K	0.24%	100
2020 Q2	$224K	Sell	3,318 -121	-4%	-$7.64K	0.26%	90
2020 Q1	$193K	Sell	3,439 -1,346	-28%	-$100K	0.2%	93
2019 Q4	$401K	Buy	+4,785	New	+$385K	0.38%	63