Keystone Financial Group (Kentucky)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.11M	Buy	23,879 +319	+1%	+$40.5K	0.21%	82
2025 Q4	$2.83M	Sell	23,560 -1,332	-5%	-$159K	0.21%	83
2025 Q3	$2.96M	Buy	24,892 +1,604	+7%	+$184K	0.23%	78
2025 Q2	$2.56M	Sell	23,288 -2,859	-11%	-$296K	0.23%	80
2025 Q1	$2.76M	Buy	26,147 +1,294	+5%	+$146K	0.28%	75
2024 Q4	$2.86M	Sell	24,853 -554	-2%	-$66.2K	0.28%	70
2024 Q3	$2.97M	Buy	+25,407	New	+$2.87M	0.38%	52
2024 Q2	–	Sell	-25,667	Closed	-$2.84M	–	223
2024 Q1	$2.84M	Buy	25,667 +3,135	+14%	+$333K	0.41%	52
2023 Q4	$2.44M	Sell	22,532 -2,217	-9%	-$214K	0.42%	54
2023 Q3	$2.33M	Sell	24,749 -1,337	-5%	-$134K	0.39%	54
2023 Q2	$2.6M	Buy	+26,086	New	+$2.48M	0.44%	51
2022 Q4	$2.67M	Buy	28,235 +361	+1%	+$34.6K	0.53%	39
2022 Q3	$2.43M	Buy	27,874 +591	+2%	+$57.4K	0.49%	41
2022 Q2	$2.52M	Buy	27,283 +107	+0.4%	+$10.6K	0.5%	40
2022 Q1	$2.93M	Buy	27,176 +941	+4%	+$102K	0.5%	39
2021 Q4	$3M	Buy	26,235 +102	+0.4%	+$11.6K	0.49%	42
2021 Q3	$2.85M	Buy	26,133 +1,283	+5%	+$141K	0.52%	42
2021 Q2	$2.81M	Buy	24,850 +1,060	+4%	+$118K	0.51%	43
2021 Q1	$2.58M	Buy	23,790 +25	+0.1%	+$2.62K	0.5%	46
2020 Q4	$2.18M	Buy	23,765 +749	+3%	+$61.5K	0.45%	52
2020 Q3	$1.62M	Sell	23,016 -122	-0.5%	-$8.74K	0.4%	58
2020 Q2	$1.58M	Sell	23,138 -735	-3%	-$46.4K	0.43%	55
2020 Q1	$1.34M	Sell	23,873 -2,352	-9%	-$175K	0.44%	53
2019 Q4	$2.2M	Sell	26,225 -9,594	-27%	-$772K	0.59%	44
2019 Q3	$2.79M	Buy	35,819 +220	+0.6%	+$17K	0.86%	32
2019 Q2	$2.79M	Buy	35,599 +89	+0.3%	+$6.91K	0.91%	32
2019 Q1	$2.74M	Buy	35,510 +2,231	+7%	+$171K	0.97%	31
2018 Q4	$2.31M	Buy	33,279 +6,228	+23%	+$481K	1.04%	31
2018 Q3	$2.33M	Buy	27,051 +15,639	+137%	+$1.37M	0.95%	33
2018 Q2	$962K	Buy	11,412 +2,485	+28%	+$202K	0.54%	53
2018 Q1	$672K	Buy	+8,927	New	+$695K	0.37%	66