CP
Canopy Partners’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 | $3.72M | Sell |
34,057
-364
| -1% | -$39.8K | 1.37% | 18 |
|
|
2025
Q1 | $3.6M | Sell |
34,421
-989
| -3% | -$103K | 1.4% | 18 |
|
|
2024
Q4 | $4.08M | Hold |
35,410
| – | – | 1.56% | 16 |
|
|
2024
Q3 | $4.14M | Buy |
35,410
+710
| +2% | +$83K | 1.78% | 15 |
|
|
2024
Q2 | $3.7M | Buy |
34,700
+365
| +1% | +$38.9K | 1.72% | 15 |
|
|
2024
Q1 | $3.79M | Buy |
34,335
+1,171
| +4% | +$129K | 1.85% | 13 |
|
|
2023
Q4 | $3.59M | Buy |
+33,164
| New | +$3.59M | 2.19% | 11 |
|