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

Finley Financial’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	$691K	Hold	4,660	–	–	0.28%	42
2026 Q1	$579K	Hold	4,660	–	–	0.27%	44
2025 Q4	$560K	Hold	4,660	–	–	0.26%	46
2025 Q3	$554K	Hold	4,660	–	–	0.26%	48
2025 Q2	$509K	Hold	4,660	–	–	0.26%	48
2025 Q1	$470K	Sell	4,660 -160	-3%	-$18.1K	0.26%	45
2024 Q4	$564K	Buy	+4,820	New	+$576K	0.29%	41

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