AWM
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Angeles Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Angeles Wealth 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
2026
Q1 		$847K Sell
6,811
-507
-7% -$64.4K 0.05% 159
2025
Q4 		$879K Buy
7,318
+142
+2% +$17K 0.05% 146
2025
Q3 		$853K Buy
7,176
+492
+7% +$56.6K 0.05% 128
2025
Q2 		$730K Buy
6,684
+5,189
+347% +$536K 0.05% 136
2025
Q1 		$156K Hold
1,495
– – 0.01% 292
2024
Q4 		$172K Hold
1,495
– – 0.01% 299
2024
Q3 		$175K Hold
1,495
– – 0.02% 266
2024
Q2 		$159K Hold
1,495
– – 0.02% 232
2024
Q1 		$165K Buy
1,495
+925
+162% +$98.2K 0.02% 228
2023
Q4 		$61.7K Hold
570
– – 0.01% 222
2023
Q3 		$53.8K Buy
+570
New +$56.9K 0.01% 196

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