Cypress Financial Planning’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 | $1.94M | Sell |
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|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.12M | Buy |
|
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $960K | Buy |
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|
2022
Q3 | $719K | Buy |
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|
2022
Q2 | $674K | Buy |
|