Finward Bancorp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Finward Bancorp’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	$1.58M	Buy	10,642 +340	+3%	+$46.7K	1.2%	22
2026 Q1	$1.28M	Buy	10,302 +705	+7%	+$89.6K	1.02%	27
2025 Q4	$1.15M	Buy	9,597 +267	+3%	+$31.9K	0.9%	30
2025 Q3	$1.11M	Buy	9,330 +840	+10%	+$96.6K	0.84%	31
2025 Q2	$928K	Buy	8,490 +682	+9%	+$70.5K	0.73%	36
2025 Q1	$816K	Sell	7,808 -18	-0.2%	-$2.03K	0.71%	42
2024 Q4	$902K	Buy	+7,826	New	+$935K	0.78%	33

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 $59.8B 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 $2.54B AUM 18.96% 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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return