CFP
Cypress Financial Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
4,862
+1
| +0% | +$99 | 0.16% | 45 |
|
|
2025
Q1 | $474K | Sell |
4,861
-65
| -1% | -$6.34K | 0.17% | 40 |
|
|
2024
Q4 | $535K | Buy |
4,926
+4
| +0.1% | +$434 | 0.2% | 38 |
|
|
2024
Q3 | $530K | Sell |
4,922
-419
| -8% | -$45.1K | 0.2% | 37 |
|
|
2024
Q2 | $520K | Buy |
5,341
+1,474
| +38% | +$143K | 0.21% | 35 |
|
|
2024
Q1 | $397K | Buy |
3,867
+342
| +10% | +$35.1K | 0.18% | 42 |
|
|
2023
Q4 | $350K | Sell |
3,525
-1,058
| -23% | -$105K | 0.32% | 23 |
|
|
2023
Q3 | $409K | Sell |
4,583
-984
| -18% | -$87.8K | 0.23% | 35 |
|
|
2023
Q2 | $533K | Buy |
5,567
+340
| +7% | +$32.6K | 0.3% | 30 |
|
|
2023
Q1 | $489K | Buy |
5,227
+91
| +2% | +$8.52K | 0.3% | 30 |
|
|
2022
Q4 | $469K | Buy |
5,136
+43
| +0.8% | +$3.93K | 0.31% | 33 |
|
|
2022
Q3 | $420K | Buy |
5,093
+98
| +2% | +$8.08K | 0.3% | 32 |
|
|
2022
Q2 | $445K | Buy |
+4,995
| New | +$445K | 0.31% | 33 |
|