Cyndeo Wealth Partners’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
2026 Q1	$657K	Buy	5,285 +59	+1%	+$7.5K	0.03%	286
2025 Q4	$628K	Buy	5,226 +1,074	+26%	+$128K	0.03%	292
2025 Q3	$493K	Buy	4,152 +118	+3%	+$13.6K	0.03%	311
2025 Q2	$441K	Sell	4,034 -415	-9%	-$42.9K	0.03%	320
2025 Q1	$465K	Sell	4,449 -6,635	-60%	-$749K	0.03%	309
2024 Q4	$1.28M	Buy	11,084 +193	+2%	+$23.1K	0.09%	192
2024 Q3	$1.27M	Buy	10,891 +2,121	+24%	+$240K	0.09%	195
2024 Q2	$935K	Buy	8,770 +958	+12%	+$102K	0.07%	218
2024 Q1	$863K	Buy	7,812 +3,864	+98%	+$410K	0.07%	211
2023 Q4	$427K	Buy	3,948 +92	+2%	+$8.87K	0.04%	266
2023 Q3	$364K	Buy	3,856 +823	+27%	+$82.2K	0.04%	252
2023 Q2	$302K	Buy	3,033 +65	+2%	+$6.19K	0.03%	267
2023 Q1	$287K	Sell	2,968 -290	-9%	-$29K	0.03%	270
2022 Q4	$308K	Buy	+3,258	New	+$312K	0.04%	258