KPP Advisory Services’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 | $5.26M | Sell |
48,088
-112
| -0.2% | -$12.2K | 0.87% | 27 |
|
|
2025
Q1 | $5.04M | Buy |
48,200
+17,686
| +58% | +$1.85M | 0.96% | 26 |
|
|
2024
Q4 | $3.52M | Buy |
30,514
+860
| +3% | +$99.1K | 0.83% | 27 |
|
|
2024
Q3 | $3.47M | Buy |
29,654
+70
| +0.2% | +$8.19K | 0.83% | 29 |
|
|
2024
Q2 | $3.16M | Buy |
29,584
+701
| +2% | +$74.8K | 0.84% | 28 |
|
|
2024
Q1 | $3.19M | Buy |
+28,883
| New | +$3.19M | 0.88% | 26 |
|
|
2023
Q4 | – | Sell |
-29,698
| Closed | -$2.8M | – | 169 |
|
|
2023
Q3 | $2.8M | Buy |
+29,698
| New | +$2.8M | 0.93% | 26 |
|