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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.37M	Sell
2025 Q2	$3.15M	Buy
2025 Q1	$2.66M	Buy
2024 Q4	$2.79M	Buy