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

Birch Financial 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	$4.86M	Buy	32,772 +8,345	+34%	+$1.15M	2.5%	8
2026 Q1	$3.04M	Buy	24,427 +1,675	+7%	+$213K	1.77%	13
2025 Q4	$2.73M	Buy	22,752 +895	+4%	+$107K	1.56%	16
2025 Q3	$2.6M	Buy	21,857 +974	+5%	+$112K	1.53%	15
2025 Q2	$2.28M	Buy	20,883 +3,548	+20%	+$367K	1.83%	11
2025 Q1	$1.81M	Buy	17,335 +11,533	+199%	+$1.3M	1.61%	11
2024 Q4	$669K	Buy	+5,802	New	+$693K	0.75%	23

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 $59.8B 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