KWMG
King Wealth Management Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
14,754
-383
| -3% | -$38.1K | 0.2% | 51 |
|
|
2025
Q1 | $1.48M | Sell |
15,137
-243
| -2% | -$23.7K | 0.22% | 50 |
|
|
2024
Q4 | $1.67M | Sell |
15,380
-35
| -0.2% | -$3.8K | 0.24% | 47 |
|
|
2024
Q3 | $1.66M | Sell |
15,415
-383
| -2% | -$41.2K | 0.26% | 46 |
|
|
2024
Q2 | $1.54M | Sell |
15,798
-534
| -3% | -$52K | 0.26% | 45 |
|
|
2024
Q1 | $1.68M | Sell |
16,332
-266
| -2% | -$27.3K | 0.29% | 43 |
|
|
2023
Q4 | $1.71M | Buy |
16,598
+939
| +6% | +$96.8K | 0.33% | 42 |
|
|
2023
Q3 | $1.4M | Sell |
15,659
-346
| -2% | -$30.9K | 0.29% | 45 |
|
|
2023
Q2 | $1.52M | Sell |
16,005
-663
| -4% | -$63K | 0.31% | 44 |
|
|
2023
Q1 | $1.56M | Sell |
16,668
-290
| -2% | -$27.1K | 0.34% | 45 |
|
|
2022
Q4 | $1.55M | Sell |
16,958
-423
| -2% | -$38.6K | 0.37% | 42 |
|
|
2022
Q3 | $1.43M | Buy |
17,381
+681
| +4% | +$56.1K | 0.36% | 43 |
|
|
2022
Q2 | $1.49M | Buy |
16,700
+116
| +0.7% | +$10.3K | 0.36% | 43 |
|
|
2022
Q1 | $1.7M | Buy |
16,584
+1,873
| +13% | +$192K | 0.33% | 46 |
|
|
2021
Q4 | $1.54M | Buy |
+14,711
| New | +$1.54M | 0.29% | 50 |
|