KFA Private Wealth Group’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 | $11.4M | Buy |
91,560
+1,047
| +1% | +$133K | 2.73% | 9 |
|
|
2025
Q4 | $10.9M | Buy |
90,513
+785
| +0.9% | +$93.9K | 2.65% | 9 |
|
|
2025
Q3 | $10.7M | Sell |
89,728
-869
| -1% | -$99.9K | 3.05% | 7 |
|
|
2025
Q2 | $9.9M | Buy |
90,597
+543
| +0.6% | +$56.1K | 3.07% | 6 |
|
|
2025
Q1 | $9.42M | Buy |
90,054
+32,728
| +57% | +$3.69M | 3.3% | 6 |
|
|
2024
Q4 | $6.61M | Buy |
57,326
+10,118
| +21% | +$1.21M | 2.77% | 9 |
|
|
2024
Q3 | $5.52M | Sell |
47,208
-17,729
| -27% | -$2M | 2.64% | 11 |
|
|
2024
Q2 | $6.93M | Sell |
64,937
-70,380
| -52% | -$7.53M | 3.59% | 8 |
|
|
2024
Q1 | $15M | Buy |
135,317
+3,398
| +3% | +$361K | 4.64% | 8 |
|
|
2023
Q4 | $14.3M | Buy |
131,919
+3,872
| +3% | +$373K | 5.12% | 6 |
|
|
2023
Q3 | $12.1M | Buy |
128,047
+1,891
| +1% | +$189K | 5.02% | 6 |
|
|
2023
Q2 | $12.6M | Sell |
126,156
-2,208
| -2% | -$210K | 5.21% | 6 |
|
|
2023
Q1 | $12.4M | Buy |
128,364
+19,790
| +18% | +$1.98M | 5.65% | 5 |
|
|
2022
Q4 | $10.3M | Sell |
108,574
-11,945
| -10% | -$1.15M | 5.25% | 7 |
|
|
2022
Q3 | $10.5M | Buy |
120,519
+3,910
| +3% | +$380K | 5.59% | 6 |
|
|
2022
Q2 | $10.8M | Buy |
116,609
+7,103
| +6% | +$706K | 5.96% | 5 |
|
|
2022
Q1 | $11.8M | Buy |
109,506
+15,384
| +16% | +$1.66M | 5.92% | 3 |
|
|
2021
Q4 | $10.8M | Buy |
94,122
+6,476
| +7% | +$738K | 5.36% | 5 |
|
|
2021
Q3 | $9.57M | Buy |
87,646
+5,264
| +6% | +$580K | 5.24% | 4 |
|
|
2021
Q2 | $9.31M | Buy |
82,382
+577
| +0.7% | +$64.4K | 5.08% | 5 |
|
|
2021
Q1 | $8.88M | Buy |
81,805
+2,234
| +3% | +$234K | 5.18% | 4 |
|
|
2020
Q4 | $7.31M | Sell |
79,571
-2,819
| -3% | -$232K | 4.64% | 5 |
|
|
2020
Q3 | $5.79M | Buy |
82,390
+22,852
| +38% | +$1.64M | 4.34% | 7 |
|
|
2020
Q2 | $4.07M | Sell |
59,538
-37,683
| -39% | -$2.38M | 3.91% | 7 |
|
|
2020
Q1 | $5.46M | Sell |
97,221
-55,017
| -36% | -$4.1M | 6.45% | 4 |
|
|
2019
Q4 | $12.8M | Buy |
+152,238
| New | +$12.2M | 11.72% | 3 |
|
Other funds holding IJR
