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

Arista 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 Q2	$274K	Hold	1,848	–	–	0.03%	231
2026 Q1	$230K	Hold	1,848	–	–	0.03%	231
2025 Q4	$222K	Hold	1,848	–	–	0.03%	235
2025 Q3	$220K	Hold	1,848	–	–	0.03%	243
2025 Q2	$202K	Buy	+1,848	New	+$191K	0.03%	234
2025 Q1	–	Sell	-1,828	Closed	-$211K	–	68
2024 Q4	$211K	Hold	1,828	–	–	0.05%	66
2024 Q3	$214K	Buy	+1,828	New	+$207K	0.05%	65
2023 Q3	–	Sell	-2,904	Closed	-$289K	–	57
2023 Q2	$289K	Sell	2,904 -416	-13%	-$39.6K	0.12%	49
2023 Q1	$321K	Buy	3,320 +314	+10%	+$31.4K	0.18%	42
2022 Q4	$284K	Buy	+3,006	New	+$288K	0.18%	51

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