Grant Private Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Grant Private Wealth Management’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	$599K	Sell	4,040 -300	-7%	-$41.2K	0.25%	78
2026 Q1	$540K	Sell	4,340 -358	-8%	-$45.5K	0.29%	72
2025 Q4	$565K	Hold	4,698	–	–	0.34%	63
2025 Q3	$558K	Buy	+4,698	New	+$540K	0.34%	62
2025 Q2	–	Sell	-4,898	Closed	-$512K	–	100
2025 Q1	$512K	Buy	4,898 +100	+2%	+$11.3K	0.55%	52
2024 Q4	$553K	Buy	+4,798	New	+$573K	0.6%	41

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 $59.6B 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 $2.25B AUM 17.77% 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

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

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return