3Chopt Investment Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

3Chopt Investment Partners’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
2026 Q1	$696K	Buy	5,600 +450	+9%	+$57.2K	0.16%	111
2025 Q4	$619K	Hold	5,150	–	–	0.14%	123
2025 Q3	$612K	Sell	5,150 -54	-1%	-$6.21K	0.14%	122
2025 Q2	$569K	Hold	5,204	–	–	0.14%	125
2025 Q1	$544K	Buy	+5,204	New	+$587K	0.14%	129
2024 Q3	–	Sell	-4,895	Closed	-$522K	–	119
2024 Q2	$522K	Buy	+4,895	New	+$524K	0.16%	116
2024 Q1	–	Sell	-5,012	Closed	-$543K	–	110
2023 Q4	$543K	Buy	+5,012	New	+$483K	0.2%	99

Other funds holding IJR

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return