Kopp Family Office’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 | $15.4K | Hold |
141
| – | – | 0.01% | 27 |
|
|
2025
Q1 | $14.7K | Hold |
141
| – | – | 0.01% | 28 |
|
|
2024
Q4 | $16K | Sell |
141
-23
| -14% | -$2.61K | 0.01% | 21 |
|
|
2024
Q3 | $19K | Hold |
164
| – | – | 0.01% | 22 |
|
|
2024
Q2 | $17K | Hold |
164
| – | – | 0.01% | 21 |
|
|
2024
Q1 | $18K | Hold |
164
| – | – | 0.01% | 21 |
|
|
2023
Q4 | $18K | Hold |
164
| – | – | 0.01% | 21 |
|
|
2023
Q3 | $15K | Hold |
164
| – | – | 0.01% | 21 |
|
|
2023
Q2 | $16K | Hold |
164
| – | – | 0.01% | 22 |
|
|
2023
Q1 | $16K | Hold |
164
| – | – | 0.01% | 22 |
|
|
2022
Q4 | $16K | Sell |
164
-5
| -3% | -$488 | 0.01% | 23 |
|
|
2022
Q3 | $15K | Hold |
169
| – | – | 0.01% | 14 |
|
|
2022
Q2 | $16K | Hold |
169
| – | – | 0.01% | 14 |
|
|
2022
Q1 | $18K | Hold |
169
| – | – | 0.01% | 14 |
|
|
2021
Q4 | $19K | Sell |
169
-38
| -18% | -$4.27K | 0.01% | 14 |
|
|
2021
Q3 | $23K | Hold |
207
| – | – | 0.01% | 14 |
|
|
2021
Q2 | $23K | Hold |
207
| – | – | 0.01% | 13 |
|
|
2021
Q1 | $22K | Hold |
207
| – | – | 0.01% | 12 |
|
|
2020
Q4 | $19K | Hold |
207
| – | – | 0.01% | 13 |
|
|
2020
Q3 | $15K | Buy |
+207
| New | +$15K | 0.01% | 13 |
|