Gunn & Company Investment Management’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
2024
Q3
$306K Sell
2,612
-88,299
-97% -$10.3M 0.21% 52
2024
Q2
$9.7M Buy
90,911
+61,756
+212% +$6.59M 0.57% 36
2024
Q1
$3.22M Sell
29,155
-367,088
-93% -$40.6M 2.42% 17
2023
Q4
$42.9M Buy
396,243
+368,962
+1,352% +$39.9M 2.83% 13
2023
Q3
$2.57M Buy
+27,281
New +$2.57M 2.26% 19