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

Curated 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 Q2	–	Sell	-2,160	Closed	-$269K	–	866
2026 Q1	$269K	Hold	2,160	–	–	0.03%	174
2025 Q4	$260K	Buy	+2,160	New	+$258K	0.03%	173
2024 Q4	–	Sell	-1,826	Closed	-$214K	–	146
2024 Q3	$214K	Sell	1,826 -775	-30%	-$87.6K	0.03%	127
2024 Q2	$277K	Buy	+2,601	New	+$278K	0.04%	114
2024 Q1	–	Sell	-3,688	Closed	-$392K	–	204
2023 Q4	$399K	Hold	3,688	–	–	0.07%	97
2023 Q3	$348K	Hold	3,688	–	–	0.06%	96
2023 Q2	$368K	Sell	3,688 -1,554	-30%	-$148K	0.07%	88
2023 Q1	$507K	Sell	5,242 -450	-8%	-$45K	0.11%	69
2022 Q4	$539K	Sell	5,692 -224	-4%	-$21.5K	0.13%	59
2022 Q3	$517K	Sell	5,916 -130	-2%	-$12.6K	0.15%	57
2022 Q2	$560K	Buy	+6,046	New	+$601K	0.16%	53

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