GA
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GoalVest Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

GoalVest Advisory’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 		$104K Hold
699
– – 0.02% 158
2026
Q1 		$86.9K Hold
699
– – 0.02% 182
2025
Q4 		$84K Hold
699
– – 0.02% 196
2025
Q3 		$83.1K Hold
699
– – 0.02% 183
2025
Q2 		$76.4K Sell
699
-967
-58% -$100K 0.02% 184
2025
Q1 		$174K Hold
1,666
– – 0.05% 125
2024
Q4 		$192K Hold
1,666
– – 0.05% 115
2024
Q3 		$195K Hold
1,666
– – 0.06% 107
2024
Q2 		$178K Hold
1,666
– – 0.06% 110
2024
Q1 		$184K Sell
1,666
-37
-2% -$3.93K 0.06% 109
2023
Q4 		$184K Sell
1,703
-22
-1% -$2.12K 0.08% 68
2023
Q3 		$163K Sell
1,725
-12
-0.7% -$1.2K 0.08% 78
2023
Q2 		$173K Sell
1,737
-296
-15% -$28.2K 0.09% 74
2023
Q1 		$197K Sell
2,033
-89
-4% -$8.9K 0.12% 68
2022
Q4 		$201K Buy
2,122
+380
+22% +$36.4K 0.13% 72
2022
Q3 		$152K Sell
1,742
-1,176
-40% -$114K 0.11% 83
2022
Q2 		$272K Sell
2,918
-3,019
-51% -$300K 0.17% 107
2022
Q1 		$640K Buy
+5,937
New +$641K 0.36% 79
2021
Q2 		$530K Buy
4,688
+138
+3% +$15.4K 0.33% 84
2021
Q1 		$494K Sell
4,550
-51
-1% -$5.34K 0.37% 86
2020
Q4 		$423K Buy
+4,601
New +$378K 0.36% 79

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return