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

DHJJ 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 Q1	$1.58M	Sell	12,736 -65	-0.5%	-$8.26K	0.52%	34
2025 Q4	$1.54M	Sell	12,801 -583	-4%	-$69.7K	0.51%	37
2025 Q3	$1.59M	Sell	13,384 -283	-2%	-$32.5K	0.54%	34
2025 Q2	$1.49M	Buy	13,667 +811	+6%	+$83.8K	0.54%	33
2025 Q1	$1.34M	Buy	12,856 +7	+0.1%	+$790	0.54%	37
2024 Q4	$1.48M	Sell	12,849 -277	-2%	-$33.1K	0.58%	31
2024 Q3	$1.54M	Buy	13,126 +12,786	+3,761%	+$1.44M	0.61%	32
2024 Q2	$36.2K	Buy	340 +273	+407%	+$29.2K	0.02%	316
2024 Q1	$7.37K	Hold	67	–	–	﹤0.01%	474
2023 Q4	$7.21K	Buy	67 +1	+2%	+$96	﹤0.01%	468
2023 Q3	$6.27K	Buy	+66	New	+$6.59K	﹤0.01%	472

Other funds holding IJR

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return