Cypress Financial Planning’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 | $1.81M | Buy |
16,575
+1,639
| +11% | +$179K | 0.59% | 20 |
|
|
2025
Q1 | $1.56M | Buy |
14,936
+427
| +3% | +$44.7K | 0.56% | 22 |
|
|
2024
Q4 | $1.67M | Buy |
14,509
+877
| +6% | +$101K | 0.61% | 20 |
|
|
2024
Q3 | $1.59M | Buy |
13,632
+195
| +1% | +$22.8K | 0.59% | 20 |
|
|
2024
Q2 | $1.43M | Buy |
13,437
+64
| +0.5% | +$6.83K | 0.59% | 19 |
|
|
2024
Q1 | $1.48M | Buy |
+13,373
| New | +$1.48M | 0.68% | 16 |
|
|
2023
Q4 | – | Sell |
-12,340
| Closed | -$1.16M | – | 48 |
|
|
2023
Q3 | $1.16M | Buy |
12,340
+1,136
| +10% | +$107K | 0.67% | 17 |
|
|
2023
Q2 | $1.12M | Buy |
11,204
+171
| +2% | +$17.1K | 0.64% | 17 |
|
|
2023
Q1 | $1.07M | Buy |
11,033
+875
| +9% | +$84.7K | 0.65% | 17 |
|
|
2022
Q4 | $960K | Buy |
10,158
+1,909
| +23% | +$180K | 0.64% | 20 |
|
|
2022
Q3 | $719K | Buy |
8,249
+954
| +13% | +$83.2K | 0.51% | 21 |
|
|
2022
Q2 | $674K | Buy |
+7,295
| New | +$674K | 0.46% | 23 |
|