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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $493K | Buy |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $935K | Buy |
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|
2024
Q1 | $863K | Buy |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $364K | Buy |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $308K | Buy |
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