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

EPIQ 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	$423K	Buy	2,852 +2	+0.1%	+$274	0.18%	65
2026 Q1	$354K	Hold	2,850	–	–	0.17%	60
2025 Q4	$343K	Hold	2,850	–	–	0.16%	60
2025 Q3	$339K	Buy	2,850 +50	+2%	+$5.75K	0.16%	57
2025 Q2	$306K	Hold	2,800	–	–	0.16%	60
2025 Q1	$293K	Hold	2,800	–	–	0.15%	61
2024 Q4	$323K	Sell	2,800 -2,822	-50%	-$337K	0.17%	59
2024 Q3	$658K	Buy	5,622 +2,822	+101%	+$319K	0.36%	49
2024 Q2	$299K	Hold	2,800	–	–	0.2%	56
2024 Q1	$309K	Hold	2,800	–	–	0.21%	57
2023 Q4	$303K	Sell	2,800 -82	-3%	-$7.9K	0.22%	54
2023 Q3	$272K	Hold	2,882	–	–	0.21%	59
2023 Q2	$287K	Hold	2,882	–	–	0.2%	59
2023 Q1	$279K	Sell	2,882 -134	-4%	-$13.4K	0.19%	62
2022 Q4	$285K	Hold	3,016	–	–	0.19%	65
2022 Q3	$263K	Hold	3,016	–	–	0.16%	68
2022 Q2	$279K	Hold	3,016	–	–	0.17%	71
2022 Q1	$325K	Buy	3,016 +174	+6%	+$18.8K	0.17%	72
2021 Q4	$325K	Hold	2,842	–	–	0.17%	71
2021 Q3	$310K	Hold	2,842	–	–	0.14%	78
2021 Q2	$321K	Hold	2,842	–	–	0.16%	70
2021 Q1	$308K	Hold	2,842	–	–	0.18%	66
2020 Q4	$261K	Hold	2,842	–	–	0.18%	65
2020 Q3	$213K	Buy	+2,842	New	+$204K	0.16%	71

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