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Kagan Cocozza Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kagan Cocozza Asset Management’s Portfolio IJR Stock Details IJR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.15M Buy
28,828
+3,384
+13% +$370K 2.42% 12
2025
Q1 		$2.66M Buy
25,444
+1,222
+5% +$128K 2.17% 13
2024
Q4 		$2.79M Buy
+24,222
New +$2.79M 2.32% 13