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

Balboa Wealth Partners’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	$584K	Buy	4,698 +410	+10%	+$52.1K	0.1%	174
2025 Q4	$515K	Buy	4,288 +4	+0.1%	+$478	0.09%	189
2025 Q3	$509K	Buy	4,284 +923	+27%	+$106K	0.09%	180
2025 Q2	$367K	Buy	3,361 +249	+8%	+$25.7K	0.07%	208
2025 Q1	$325K	Buy	3,112 +211	+7%	+$23.8K	0.08%	181
2024 Q4	$334K	Buy	+2,901	New	+$347K	0.08%	194
2023 Q2	–	Sell	-4,094	Closed	-$396K	–	316
2023 Q1	$396K	Sell	4,094 -30	-0.7%	-$3K	0.15%	132
2022 Q4	$390K	Buy	4,124 +20	+0.5%	+$1.92K	0.18%	129
2022 Q3	$358K	Buy	+4,104	New	+$399K	0.16%	117

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