GAMMA Investing’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

GAMMA Investing’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	$4.11M	Buy	27,745 +1,507	+6%	+$207K	0.15%	105
2026 Q1	$3.26M	Buy	26,238 +2,397	+10%	+$305K	0.15%	105
2025 Q4	$2.87M	Buy	23,841 +1,770	+8%	+$212K	0.14%	106
2025 Q3	$2.62M	Buy	22,071 +2,098	+11%	+$241K	0.14%	112
2025 Q2	$2.18M	Buy	19,973 +1,284	+7%	+$133K	0.14%	123
2025 Q1	$1.95M	Buy	18,689 +1,041	+6%	+$117K	0.15%	123
2024 Q4	$2.03M	Buy	17,648 +922	+6%	+$110K	0.17%	102
2024 Q3	$1.96M	Buy	16,726 +1,272	+8%	+$144K	0.19%	93
2024 Q2	$1.65M	Buy	15,454 +5,013	+48%	+$536K	0.22%	74
2024 Q1	$1.15M	Buy	10,441 +8,573	+459%	+$910K	0.24%	67
2023 Q4	$194K	Buy	+1,868	New	+$180K	0.05%	312

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

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