L.M. Kohn & Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $786K | Buy |
|
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|
2024
Q3 | $779K | Buy |
|
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $782K | Buy |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $587K | Sell |
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|
2023
Q2 | $633K | Sell |
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|
2023
Q1 | $626K | Buy |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $466K | Sell |
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|
2022
Q2 | $514K | Sell |
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|
2022
Q1 | $614K | Buy |
|