Arbor Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Arbor Wealth Advisors’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 Q2	$469K	Hold	3,164	–	–	0.29%	43
2026 Q1	$393K	Hold	3,164	–	–	0.28%	45
2025 Q4	$380K	Hold	3,164	–	–	0.27%	47
2025 Q3	$376K	Hold	3,164	–	–	0.28%	45
2025 Q2	$346K	Hold	3,164	–	–	0.28%	43
2025 Q1	$331K	Hold	3,164	–	–	0.3%	42
2024 Q4	$365K	Sell	3,164 -660	-17%	-$78.9K	0.32%	41
2024 Q3	$447K	Hold	3,824	–	–	0.4%	33
2024 Q2	$408K	Hold	3,824	–	–	0.4%	34
2024 Q1	$423K	Sell	3,824 -470	-11%	-$49.9K	0.4%	35
2023 Q4	$465K	Buy	+4,294	New	+$414K	0.48%	31

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return