CWA Asset Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CWA Asset Management 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	$1.22M	Buy	8,212 +2,193	+36%	+$301K	0.04%	369
2026 Q1	$748K	Buy	6,019 +492	+9%	+$62.5K	0.03%	419
2025 Q4	$664K	Sell	5,527 -241	-4%	-$28.8K	0.02%	412
2025 Q3	$685K	Buy	5,768 +729	+14%	+$83.8K	0.03%	421
2025 Q2	$551K	Sell	5,039 -2,112	-30%	-$218K	0.02%	446
2025 Q1	$748K	Buy	7,151 +4,329	+153%	+$488K	0.04%	345
2024 Q4	$325K	Buy	2,822 +230	+9%	+$27.5K	0.02%	472
2024 Q3	$303K	Buy	+2,592	New	+$293K	0.02%	474
2024 Q1	$291K	Buy	2,635 +413	+19%	+$43.9K	0.02%	431
2023 Q4	$241K	Buy	+2,222	New	+$214K	0.02%	379
2023 Q1	–	Sell	-2,313	Closed	-$219K	–	343
2022 Q4	$219K	Buy	+2,313	New	+$222K	0.02%	296
2022 Q1	–	Sell	-2,719	Closed	-$311K	–	310
2021 Q4	$311K	Buy	2,719 +136	+5%	+$15.5K	0.02%	226
2021 Q3	$282K	Buy	2,583 +50	+2%	+$5.51K	0.02%	233
2021 Q2	$288K	Buy	2,533 +422	+20%	+$47.1K	0.02%	225
2021 Q1	$229K	Buy	+2,111	New	+$221K	0.02%	241
2018 Q4	–	Sell	-2,335	Closed	-$204K	–	209
2018 Q3	$204K	Buy	+2,335	New	+$205K	0.05%	190

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