Gryphon Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.41M | Sell |
27,451
-1,424
| -5% | -$181K | 0.35% | 51 |
|
|
2025
Q4 | $3.47M | Buy |
28,875
+391
| +1% | +$46.8K | 0.37% | 38 |
|
|
2025
Q3 | $3.38M | Buy |
28,484
+1,127
| +4% | +$130K | 0.39% | 38 |
|
|
2025
Q2 | $2.99M | Buy |
27,357
+1,752
| +7% | +$181K | 0.39% | 40 |
|
|
2025
Q1 | $2.68M | Buy |
25,605
+205
| +0.8% | +$23.1K | 0.39% | 41 |
|
|
2024
Q4 | $2.93M | Buy |
25,400
+451
| +2% | +$53.9K | 0.42% | 36 |
|
|
2024
Q3 | $2.92M | Sell |
24,949
-3,200
| -11% | -$362K | 0.39% | 38 |
|
|
2024
Q2 | $3M | Buy |
28,149
+3,273
| +13% | +$350K | 0.45% | 31 |
|
|
2024
Q1 | $2.75M | Buy |
24,876
+2,390
| +11% | +$254K | 0.46% | 31 |
|
|
2023
Q4 | $2.44M | Buy |
22,486
+4,456
| +25% | +$429K | 0.43% | 33 |
|
|
2023
Q3 | $1.7M | Buy |
18,030
+85
| +0.5% | +$8.49K | 0.39% | 33 |
|
|
2023
Q2 | $1.79M | Sell |
17,945
-1,038
| -5% | -$98.8K | 0.39% | 35 |
|
|
2023
Q1 | $1.84M | Sell |
18,983
-484
| -2% | -$48.4K | 0.42% | 33 |
|
|
2022
Q4 | $1.84M | Sell |
19,467
-59
| -0.3% | -$5.66K | 0.44% | 31 |
|
|
2022
Q3 | $1.7M | Sell |
19,526
-5,129
| -21% | -$498K | 0.43% | 32 |
|
|
2022
Q2 | $2.28M | Buy |
24,655
+1,285
| +5% | +$128K | 0.55% | 26 |
|
|
2022
Q1 | $2.52M | Buy |
23,370
+193
| +0.8% | +$20.8K | 0.51% | 27 |
|
|
2021
Q4 | $2.65M | Buy |
23,177
+748
| +3% | +$85.2K | 0.5% | 29 |
|
|
2021
Q3 | $2.45M | Sell |
22,429
-304
| -1% | -$33.5K | 0.54% | 29 |
|
|
2021
Q2 | $2.31M | Buy |
22,733
+990
| +5% | +$110K | 0.52% | 31 |
|
|
2021
Q1 | $2.36M | Buy |
21,743
+960
| +5% | +$100K | 0.54% | 27 |
|
|
2020
Q4 | $1.91M | Buy |
20,783
+1,137
| +6% | +$93.4K | 0.49% | 28 |
|
|
2020
Q3 | $1.38M | Buy |
19,646
+182
| +0.9% | +$13K | 0.41% | 32 |
|
|
2020
Q2 | $1.33M | Buy |
19,464
+9,670
| +99% | +$611K | 0.41% | 33 |
|
|
2020
Q1 | $550K | Sell |
9,794
-328
| -3% | -$24.4K | 0.2% | 57 |
|
|
2019
Q4 | $849K | Buy |
10,122
+266
| +3% | +$21.4K | 0.22% | 51 |
|
|
2019
Q3 | $768K | Buy |
9,856
+317
| +3% | +$24.5K | 0.22% | 49 |
|
|
2019
Q2 | $747K | Sell |
9,539
-11
| -0.1% | -$854 | 0.22% | 53 |
|
|
2019
Q1 | $737K | Sell |
9,550
-11,363
| -54% | -$873K | 0.22% | 54 |
|
|
2018
Q4 | $1.62M | Buy |
20,913
+11,813
| +130% | +$913K | 0.41% | 46 |
|
|
2018
Q3 | $794K | Buy |
9,100
+5,137
| +130% | +$450K | 0.24% | 50 |
|
|
2018
Q2 | $331K | Sell |
3,963
-186
| -4% | -$15.2K | 0.15% | 51 |
|
|
2018
Q1 | $320K | Sell |
4,149
-727
| -15% | -$56.6K | 0.16% | 52 |
|
|
2017
Q4 | $375K | Buy |
+4,876
| New | +$368K | 0.21% | 46 |
|
Other funds holding IJR
