Garden State Investment Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Garden State Investment Advisory Services’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 Q1	$325K	Buy	2,609 +2	+0.1%	+$254	0.08%	214
2025 Q4	$313K	Buy	2,607 +4	+0.2%	+$478	0.07%	222
2025 Q3	$309K	Sell	2,603 -236	-8%	-$27.1K	0.08%	221
2025 Q2	$311K	Sell	2,839 -195	-6%	-$20.2K	0.08%	218
2025 Q1	$318K	Sell	3,034 -5	-0.2%	-$564	0.1%	180
2024 Q4	$351K	Sell	3,039 -14	-0.5%	-$1.67K	0.11%	159
2024 Q3	$358K	Buy	3,053 +164	+6%	+$18.5K	0.11%	153
2024 Q2	$308K	Sell	2,889 -327	-10%	-$35K	0.11%	164
2024 Q1	$352K	Buy	3,216 +1,243	+63%	+$132K	0.13%	148
2023 Q4	$214K	Buy	+1,973	New	+$190K	0.09%	192
2023 Q3	–	Sell	-2,079	Closed	-$207K	–	230
2023 Q2	$207K	Buy	+2,079	New	+$198K	0.09%	195

Other funds holding IJR

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return