Cynosure Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,008
| Closed | -$235K | – | 374 |
|
|
2024
Q3 | $235K | Buy |
+2,008
| New | +$235K | 0.03% | 360 |
|
|
2020
Q2 | – | Sell |
-57,655
| Closed | -$3.24M | – | 36 |
|
|
2020
Q1 | $3.24M | Sell |
57,655
-8,084
| -12% | -$454K | 2.31% | 12 |
|
|
2019
Q4 | $5.51M | Hold |
65,739
| – | – | 2.94% | 7 |
|
|
2019
Q3 | $5.12M | Hold |
65,739
| – | – | 2.78% | 7 |
|
|
2019
Q2 | $5.15M | Hold |
65,739
| – | – | 2.36% | 7 |
|
|
2019
Q1 | $5.07M | Hold |
65,739
| – | – | 3.14% | 7 |
|
|
2018
Q4 | $4.56M | Buy |
+65,739
| New | +$4.56M | 2.69% | 7 |
|