Cypress Wealth Services’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 | $281K | Buy |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $599K | Buy |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $730K | Sell |
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|
2023
Q3 | $733K | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $2.51M | Sell |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $3.94M | Buy |
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|
2021
Q4 | $3.99M | Buy |
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|
2021
Q3 | $3.54M | Sell |
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|
2021
Q2 | $3.84M | Sell |
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|
2021
Q1 | $5.05M | Buy |
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|
2020
Q4 | $2.59M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.34M | Buy |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $690K | Buy |
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|
2018
Q3 | $603K | Buy |
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|
2018
Q2 | $481K | Buy |
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|
2018
Q1 | $415K | Sell |
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|
2017
Q4 | $502K | Buy |
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