KFG Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,402
| Closed | -$356K | – | 204 |
|
|
2025
Q1 | $356K | Buy |
3,402
+134
| +4% | +$14K | 0.06% | 139 |
|
|
2024
Q4 | $377K | Sell |
3,268
-27,155
| -89% | -$3.13M | 0.07% | 124 |
|
|
2024
Q3 | $3.56M | Buy |
30,423
+27,437
| +919% | +$3.21M | 0.77% | 30 |
|
|
2024
Q2 | $318K | Buy |
2,986
+163
| +6% | +$17.4K | 0.13% | 121 |
|
|
2024
Q1 | $312K | Sell |
2,823
-977
| -26% | -$108K | 0.13% | 117 |
|
|
2023
Q4 | $411K | Buy |
3,800
+154
| +4% | +$16.7K | 0.19% | 88 |
|
|
2023
Q3 | $344K | Buy |
3,646
+766
| +27% | +$72.3K | 0.19% | 94 |
|
|
2023
Q2 | $287K | Buy |
2,880
+475
| +20% | +$47.3K | 0.17% | 92 |
|
|
2023
Q1 | $231K | Buy |
+2,405
| New | +$231K | 0.16% | 83 |
|