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

Everhart 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 Q2	$533K	Buy	3,593 +89	+3%	+$12.2K	0.03%	269
2026 Q1	$436K	Buy	3,504 +1,311	+60%	+$167K	0.04%	297
2025 Q4	$264K	Buy	2,193 +17	+0.8%	+$2.03K	0.02%	354
2025 Q3	$259K	Sell	2,176 -11	-0.5%	-$1.26K	0.03%	335
2025 Q2	$239K	Buy	2,187 +34	+2%	+$3.52K	0.03%	310
2025 Q1	$225K	Buy	2,153 +59	+3%	+$6.66K	0.03%	309
2024 Q4	$241K	Sell	2,094 -9	-0.4%	-$1.07K	0.05%	282
2024 Q3	$246K	Buy	+2,103	New	+$238K	0.05%	289
2022 Q2	–	Sell	-1,945	Closed	-$210K	–	191
2022 Q1	$210K	Sell	1,945 -15	-0.8%	-$1.62K	0.12%	125
2021 Q4	$224K	Sell	1,960 -548	-22%	-$62.5K	0.14%	105
2021 Q3	$274K	Buy	+2,508	New	+$276K	0.19%	88

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