GYL Financial Synergies’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
2024
Q3
$5.94M Buy
2024
Q2
$5.26M Sell
2024
Q1
$5.89M Sell
2023
Q4
$12.2M Buy
2023
Q3
$1.57M Hold
2023
Q2
$1.66M Sell
2023
Q1
$2.27M Sell
2022
Q4
$5.31M Buy
2022
Q3
$1.03M Sell
2022
Q2
$1.34M Buy
2022
Q1
$1.08M Sell
2021
Q4
$1.98M Buy
2021
Q3
$1.21M Buy
2021
Q2
$1.08M Buy
2021
Q1
$966K Buy
2020
Q4
$577K Sell
2020
Q3
$620K Sell
2020
Q2
$778K Sell
2020
Q1
$9.54M Sell
2019
Q4
$20.9M Buy
2019
Q3
$17.1M Buy
2019
Q2
$16.2M Buy
2019
Q1
$11.7M Buy
2018
Q4
$228K Buy