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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $750K | Sell |
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|
2025
Q2 | $777K | Sell |
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|
2025
Q1 | $897K | Buy |
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|
2024
Q4 | $968K | Buy |
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|
2024
Q3 | $960K | Hold |
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|
2024
Q2 | $876K | Buy |
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|
2024
Q1 | $760K | Sell |
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|
2023
Q4 | $755K | Hold |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $670K | Buy |
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|
2022
Q4 | $571K | Hold |
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|
2022
Q3 | $571K | Sell |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $461K | Sell |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $322K | Buy |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $193K | Sell |
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|
2019
Q4 | $401K | Buy |
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