Kingsview 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 | $9.74M | Buy |
89,156
+3,533
| +4% | +$386K | 0.17% | 114 |
|
|
2025
Q1 | $8.95M | Buy |
85,623
+1,717
| +2% | +$180K | 0.17% | 131 |
|
|
2024
Q4 | $9.67M | Buy |
83,906
+4,474
| +6% | +$515K | 0.19% | 104 |
|
|
2024
Q3 | $9.29M | Buy |
79,432
+2,534
| +3% | +$296K | 0.2% | 98 |
|
|
2024
Q2 | $8.2M | Buy |
76,898
+1,791
| +2% | +$191K | 0.19% | 110 |
|
|
2024
Q1 | $8.3M | Buy |
75,107
+6,580
| +10% | +$727K | 0.21% | 112 |
|
|
2023
Q4 | $7.42M | Buy |
68,527
+1,782
| +3% | +$193K | 0.22% | 113 |
|
|
2023
Q3 | $6.3M | Buy |
66,745
+2,468
| +4% | +$233K | 0.23% | 105 |
|
|
2023
Q2 | $6.41M | Buy |
64,277
+2,436
| +4% | +$243K | 0.25% | 93 |
|
|
2023
Q1 | $5.98M | Buy |
61,841
+2,086
| +3% | +$202K | 0.25% | 88 |
|
|
2022
Q4 | $5.66M | Buy |
59,755
+3,745
| +7% | +$354K | 0.25% | 99 |
|
|
2022
Q3 | $4.88M | Buy |
56,010
+104
| +0.2% | +$9.07K | 0.23% | 100 |
|
|
2022
Q2 | $5.17M | Buy |
55,906
+4,973
| +10% | +$460K | 0.25% | 101 |
|
|
2022
Q1 | $5.49M | Sell |
50,933
-326
| -0.6% | -$35.2K | 0.24% | 99 |
|
|
2021
Q4 | $5.87M | Buy |
51,259
+18,330
| +56% | +$2.1M | 0.24% | 95 |
|
|
2021
Q3 | $3.6M | Sell |
32,929
-9,873
| -23% | -$1.08M | 0.17% | 136 |
|
|
2021
Q2 | $4.87M | Buy |
42,802
+4,828
| +13% | +$549K | 0.24% | 92 |
|
|
2021
Q1 | $4.18M | Sell |
37,974
-3,520
| -8% | -$388K | 0.24% | 99 |
|
|
2020
Q4 | $3.81M | Buy |
41,494
+21,436
| +107% | +$1.97M | 0.28% | 84 |
|
|
2020
Q3 | $1.41M | Sell |
20,058
-449
| -2% | -$31.5K | 0.13% | 173 |
|
|
2020
Q2 | $1.4M | Sell |
20,507
-12,068
| -37% | -$824K | 0.14% | 162 |
|
|
2020
Q1 | $1.83M | Buy |
32,575
+1,275
| +4% | +$71.5K | 0.25% | 108 |
|
|
2019
Q4 | $2.62M | Buy |
31,300
+8,651
| +38% | +$725K | 0.33% | 85 |
|
|
2019
Q3 | $1.76M | Buy |
22,649
+2,759
| +14% | +$215K | 0.28% | 105 |
|
|
2019
Q2 | $1.56M | Sell |
19,890
-2,930
| -13% | -$229K | 0.26% | 109 |
|
|
2019
Q1 | $1.76M | Buy |
22,820
+6,048
| +36% | +$467K | 0.27% | 107 |
|
|
2018
Q4 | $1.16M | Buy |
16,772
+882
| +6% | +$61.2K | 0.25% | 120 |
|
|
2018
Q3 | $1.39M | Buy |
15,890
+3,439
| +28% | +$300K | 0.28% | 111 |
|
|
2018
Q2 | $1.04M | Buy |
12,451
+1,155
| +10% | +$96.4K | 0.25% | 121 |
|
|
2018
Q1 | $870K | Buy |
11,296
+491
| +5% | +$37.8K | 0.22% | 136 |
|
|
2017
Q4 | $830K | Buy |
10,805
+4,921
| +84% | +$378K | 0.3% | 105 |
|
|
2017
Q3 | $437K | Buy |
5,884
+2,105
| +56% | +$156K | 0.19% | 156 |
|
|
2017
Q2 | $265K | Buy |
+3,779
| New | +$265K | 0.14% | 202 |
|