KFC
Klingenstein Fields & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.16M | Buy |
10,649
+668
| +7% | +$73K | 0.05% | 95 |
|
2025
Q1 | $1.04M | Buy |
9,981
+570
| +6% | +$59.6K | 0.04% | 97 |
|
2024
Q4 | $1.08M | Buy |
9,411
+516
| +6% | +$59.5K | 0.04% | 94 |
|
2024
Q3 | $1.04M | Buy |
+8,895
| New | +$1.04M | 0.04% | 94 |
|
2018
Q4 | – | Sell |
-3,392
| Closed | -$296K | – | 203 |
|
2018
Q3 | $296K | Sell |
3,392
-31
| -0.9% | -$2.71K | 0.01% | 178 |
|
2018
Q2 | $286K | Buy |
3,423
+200
| +6% | +$16.7K | 0.01% | 180 |
|
2018
Q1 | $248K | Buy |
3,223
+9
| +0.3% | +$693 | 0.01% | 191 |
|
2017
Q4 | $247K | Buy |
+3,214
| New | +$247K | 0.01% | 202 |
|