Blue Zone Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Blue Zone Wealth Advisors’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	$353K	Buy	2,377 +12	+0.5%	+$1.65K	0.06%	97
2026 Q1	$294K	Buy	2,365 +13	+0.6%	+$1.65K	0.06%	106
2025 Q4	$283K	Sell	2,352 -36	-2%	-$4.3K	0.05%	118
2025 Q3	$284K	Buy	2,388 +17	+0.7%	+$1.96K	0.06%	112
2025 Q2	$259K	Buy	2,371 +69	+3%	+$7.13K	0.06%	96
2025 Q1	$241K	Buy	+2,302	New	+$260K	0.07%	94
2020 Q1	–	Sell	-14,841	Closed	-$1.24M	–	50
2019 Q4	$1.24M	Buy	+14,841	New	+$1.19M	0.8%	22

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