Bensler’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bensler’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	$415K	Hold	3,340	–	–	0.04%	131
2025 Q4	$401K	Sell	3,340 -143	-4%	-$17.1K	0.04%	129
2025 Q3	$414K	Buy	3,483 +82	+2%	+$9.43K	0.04%	123
2025 Q2	$372K	Sell	3,401 -18	-0.5%	-$1.86K	0.04%	126
2025 Q1	$358K	Sell	3,419 -788	-19%	-$88.9K	0.04%	119
2024 Q4	$485K	Buy	4,207 +6	+0.1%	+$717	0.06%	111
2024 Q3	$491K	Buy	4,201 +113	+3%	+$12.8K	0.06%	105
2024 Q2	$436K	Sell	4,088 -17	-0.4%	-$1.82K	0.06%	108
2024 Q1	$454K	Buy	4,105 +19	+0.5%	+$2.02K	0.07%	109
2023 Q4	$442K	Sell	4,086 -26	-0.6%	-$2.51K	0.07%	111
2023 Q3	$388K	Hold	4,112	–	–	0.07%	112
2023 Q2	$410K	Buy	4,112 +53	+1%	+$5.05K	0.08%	113
2023 Q1	$392K	Sell	4,059 -261	-6%	-$26.1K	0.08%	113
2022 Q4	$409K	Sell	4,320 -997	-19%	-$95.6K	0.09%	112
2022 Q3	$464K	Buy	5,317 +68	+1%	+$6.61K	0.11%	104
2022 Q2	$485K	Buy	5,249 +1,623	+45%	+$161K	0.12%	100
2022 Q1	$391K	Buy	+3,626	New	+$391K	0.08%	112

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