Armstrong Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Armstrong Advisory Group’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	$809K	Buy	5,456 +1	+0%	+$137	0.05%	112
2026 Q1	$678K	Sell	5,455 -160	-3%	-$20.3K	0.05%	116
2025 Q4	$675K	Buy	5,615 +3	+0.1%	+$359	0.05%	114
2025 Q3	$667K	Buy	5,612 +1	+0%	+$115	0.05%	110
2025 Q2	$613K	Sell	5,611 -451	-7%	-$46.6K	0.05%	106
2025 Q1	$699K	Hold	6,062	–	–	0.06%	91
2024 Q4	$699K	Buy	6,062 +4	+0.1%	+$478	0.06%	91
2024 Q3	$709K	Sell	6,058 -194	-3%	-$21.9K	0.06%	85
2024 Q2	$667K	Buy	6,252 +466	+8%	+$49.9K	0.06%	86
2024 Q1	$626K	Hold	5,786	–	–	0.06%	78
2023 Q4	$626K	Hold	5,786	–	–	0.06%	78
2023 Q3	$546K	Buy	5,786 +491	+9%	+$49K	0.06%	79
2023 Q2	$528K	Hold	5,295	–	–	0.06%	87
2023 Q1	$512K	Hold	5,295	–	–	0.06%	86
2022 Q4	$501K	Buy	+5,295	New	+$508K	0.07%	91

Other funds holding IJR

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 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