Cypress Capital Advisors’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
2025
Q2
$237K Sell
2,171
-14
-0.6% -$1.53K 0.15% 64
2025
Q1
$228K Sell
2,185
-107
-5% -$11.2K 0.16% 67
2024
Q4
$264K Buy
+2,292
New +$264K 0.21% 53