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

Financial Enhancement 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	$35.6M	Sell	240,361 -15,082	-6%	-$2.07M	4.26%	2
2026 Q1	$34.6M	Buy	255,443 +5,516	+2%	+$701K	4.29%	2
2025 Q4	$32.5M	Buy	249,927 +853	+0.3%	+$102K	4.23%	2
2025 Q3	$29.7M	Sell	249,074 -62	-0%	-$7.13K	3.99%	2
2025 Q2	$28.1M	Buy	+249,136	New	+$25.8M	4.02%	3
2025 Q1	–	Sell	-195,693	Closed	-$22.2M	–	116
2024 Q4	$22.2M	Buy	+195,693	New	+$23.4M	3.4%	5
2020 Q2	–	Sell	-978	Closed	-$55K	–	273
2020 Q1	$55K	Hold	978	–	–	0.02%	127
2019 Q4	$82K	Hold	978	–	–	0.02%	106
2019 Q3	$76K	Hold	978	–	–	0.02%	105
2019 Q2	$77K	Hold	978	–	–	0.02%	110
2019 Q1	$75K	Buy	+978	New	+$75.1K	0.02%	125

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