KHC
Koesten Hirschmann & Crabtree’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 | $3.56M | Buy |
32,591
+8,198
| +34% | +$896K | 1.84% | 9 |
|
|
2025
Q1 | $2.55M | Buy |
24,393
+72
| +0.3% | +$7.53K | 1.46% | 11 |
|
|
2024
Q4 | $2.8M | Buy |
24,321
+5
| +0% | +$576 | 1.61% | 10 |
|
|
2024
Q3 | $2.84M | Sell |
24,316
-308
| -1% | -$36K | 1.66% | 11 |
|
|
2024
Q2 | $2.72M | Hold |
24,624
| – | – | 1.75% | 10 |
|
|
2024
Q1 | $2.72M | Buy |
24,624
+912
| +4% | +$101K | 1.75% | 10 |
|
|
2023
Q4 | $2.57M | Sell |
23,712
-2,892
| -11% | -$313K | 1.78% | 10 |
|
|
2023
Q3 | $2.51M | Sell |
26,604
-820
| -3% | -$77.3K | 1.97% | 10 |
|
|
2023
Q2 | $2.73M | Sell |
27,424
-1,542
| -5% | -$154K | 2.07% | 8 |
|
|
2023
Q1 | $2.8M | Buy |
28,966
+29
| +0.1% | +$2.8K | 2.15% | 8 |
|
|
2022
Q4 | $2.74M | Buy |
+28,937
| New | +$2.74M | 2.25% | 8 |
|