KFG Wealth Management’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
$238K Buy
2025
Q2
Sell
2025
Q1
$356K Buy
2024
Q4
$377K Sell
2024
Q3
$3.56M Buy
2024
Q2
$318K Buy
2024
Q1
$312K Sell
2023
Q4
$411K Buy
2023
Q3
$344K Buy
2023
Q2
$287K Buy
2023
Q1
$231K Buy