AM Investment Strategies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

AM Investment Strategies’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	$218K	Hold	1,755	–	–	0.05%	104
2025 Q4	$211K	Buy	+1,755	New	+$210K	0.04%	109
2023 Q2	–	Sell	-2,134	Closed	-$206K	–	104
2023 Q1	$206K	Hold	2,134	–	–	0.07%	87
2022 Q4	$202K	Buy	+2,134	New	+$205K	0.07%	88
2022 Q2	–	Sell	-1,882	Closed	-$203K	–	105
2022 Q1	$203K	Hold	1,882	–	–	0.05%	104
2021 Q4	$216K	Buy	+1,882	New	+$214K	0.05%	110

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