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

Ethos Financial 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 Q1	$2.14M	Buy	17,488 +2,902	+20%	+$369K	0.16%	128
2025 Q4	$1.75M	Sell	14,586 -251	-2%	-$30K	0.13%	148
2025 Q3	$1.76M	Sell	14,837 -918	-6%	-$106K	0.14%	134
2025 Q2	$1.72M	Sell	15,755 -659	-4%	-$68.1K	0.15%	130
2025 Q1	$1.79M	Sell	16,414 -99	-0.6%	-$11.2K	0.17%	120
2024 Q4	$1.9M	Buy	16,513 +9,303	+129%	+$1.11M	0.25%	77
2024 Q3	$843K	Sell	7,210 -536	-7%	-$60.6K	0.14%	91
2024 Q2	$826K	Buy	7,746 +2,113	+38%	+$226K	0.15%	89
2024 Q1	$623K	Buy	5,633 +158	+3%	+$16.8K	0.12%	116
2023 Q4	$593K	Buy	5,475 +310	+6%	+$29.9K	0.13%	120
2023 Q3	$490K	Buy	+5,165	New	+$516K	0.13%	96

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