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

Buttonwood Financial 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	$426K	Sell	2,873 -70	-2%	-$9.61K	0.13%	84
2026 Q1	$366K	Sell	2,943 -160	-5%	-$20.3K	0.12%	85
2025 Q4	$373K	Sell	3,103 -347	-10%	-$41.5K	0.12%	85
2025 Q3	$410K	Sell	3,450 -37	-1%	-$4.25K	0.14%	83
2025 Q2	$381K	Sell	3,487 -78	-2%	-$8.06K	0.15%	81
2025 Q1	$373K	Sell	3,565 -469	-12%	-$52.9K	0.16%	77
2024 Q4	$465K	Sell	4,034 -246	-6%	-$29.4K	0.2%	75
2024 Q3	$501K	Sell	4,280 -515	-11%	-$58.2K	0.22%	73
2024 Q2	$511K	Sell	4,795 -785	-14%	-$84K	0.24%	72
2024 Q1	$617K	Sell	5,580 -286	-5%	-$30.4K	0.29%	62
2023 Q4	$635K	Sell	5,866 -506	-8%	-$48.8K	0.35%	59
2023 Q3	$601K	Buy	6,372 +2,277	+56%	+$227K	0.38%	58
2023 Q2	$408K	Buy	+4,095	New	+$390K	0.26%	70

Other funds holding IJR

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

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return