CYG
Clean Yield Group’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
Q1 | – | Sell |
-550
| Closed | -$63.4K | – | 470 |
|
2024
Q4 | $63.4K | Sell |
550
-250
| -31% | -$28.8K | 0.02% | 214 |
|
2024
Q3 | $93.6K | Hold |
800
| – | – | 0.03% | 182 |
|
2024
Q2 | $85.3K | Hold |
800
| – | – | 0.03% | 185 |
|
2024
Q1 | $88.4K | Hold |
800
| – | – | 0.03% | 184 |
|
2023
Q4 | $86.6K | Hold |
800
| – | – | 0.04% | 189 |
|
2023
Q3 | $75.2K | Hold |
800
| – | – | 0.03% | 193 |
|
2023
Q2 | $79.7K | Hold |
800
| – | – | 0.03% | 196 |
|
2023
Q1 | $77.4K | Hold |
800
| – | – | 0.03% | 199 |
|
2022
Q4 | $75.7K | Hold |
800
| – | – | 0.03% | 197 |
|
2022
Q3 | $70K | Hold |
800
| – | – | 0.03% | 198 |
|
2022
Q2 | $74K | Sell |
800
-33
| -4% | -$3.05K | 0.03% | 204 |
|
2022
Q1 | $90K | Buy |
833
+33
| +4% | +$3.57K | 0.03% | 202 |
|
2021
Q4 | $92K | Sell |
800
-100
| -11% | -$11.5K | 0.03% | 221 |
|
2021
Q3 | $98K | Hold |
900
| – | – | 0.03% | 214 |
|
2021
Q2 | $102K | Buy |
+900
| New | +$102K | 0.03% | 201 |
|
2021
Q1 | – | Sell |
-916
| Closed | -$84K | – | 255 |
|
2020
Q4 | $84K | Buy |
916
+784
| +594% | +$71.9K | 0.03% | 201 |
|
2020
Q3 | $9K | Buy |
+132
| New | +$9K | ﹤0.01% | 311 |
|
2016
Q4 | – | Sell |
-8
| Closed | -$1K | – | 193 |
|
2016
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 310 |
|
2016
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 291 |
|