Kingswood Wealth Advisors’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 | $1.95M | Sell |
17,866
-2,235
| -11% | -$244K | 0.15% | 145 |
|
|
2025
Q1 | $2.1M | Sell |
20,101
-6,477
| -24% | -$678K | 0.19% | 122 |
|
|
2024
Q4 | $3.06M | Buy |
26,578
+8,000
| +43% | +$922K | 0.23% | 99 |
|
|
2024
Q3 | $2.17M | Buy |
18,578
+4,600
| +33% | +$538K | 0.15% | 150 |
|
|
2024
Q2 | $1.49M | Buy |
13,978
+6,242
| +81% | +$666K | 0.13% | 155 |
|
|
2024
Q1 | $855K | Sell |
7,736
-16
| -0.2% | -$1.77K | 0.1% | 231 |
|
|
2023
Q4 | $839K | Buy |
7,752
+3,450
| +80% | +$373K | 0.1% | 232 |
|
|
2023
Q3 | $406K | Buy |
4,302
+1,048
| +32% | +$98.9K | 0.07% | 284 |
|
|
2023
Q2 | $324K | Buy |
+3,254
| New | +$324K | 0.1% | 186 |
|