Gen-Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Gen-Wealth Partners’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	$209K	Buy	1,678 +3	+0.2%	+$381	0.07%	244
2025 Q4	$201K	Buy	1,675 +25	+2%	+$2.99K	0.06%	258
2025 Q3	$196K	Hold	1,650	–	–	0.07%	243
2025 Q2	$180K	Sell	1,650 -276	-14%	-$28.5K	0.07%	231
2025 Q1	$201K	Sell	1,926 -208	-10%	-$23.5K	0.08%	208
2024 Q4	$246K	Buy	2,134 +278	+15%	+$33.2K	0.11%	189
2024 Q3	$215K	Buy	1,856 +4	+0.2%	+$452	0.09%	213
2024 Q2	$198K	Sell	1,852 -146	-7%	-$15.6K	0.1%	210
2024 Q1	$221K	Buy	+1,998	New	+$212K	0.11%	194

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