High Probability Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

High Probability Advisors’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	$732K	Sell	4,937 -39	-0.8%	-$5.35K	0.08%	39
2026 Q1	$619K	Sell	4,976 -755	-13%	-$95.9K	0.08%	39
2025 Q4	$689K	Buy	5,731 +2,177	+61%	+$260K	0.09%	40
2025 Q3	$422K	Sell	3,554 -72	-2%	-$8.28K	0.06%	48
2025 Q2	$396K	Hold	3,626	–	–	0.06%	46
2025 Q1	$379K	Sell	3,626 -83	-2%	-$9.37K	0.06%	44
2024 Q4	$427K	Sell	3,709 -141	-4%	-$16.8K	0.08%	43
2024 Q3	$450K	Sell	3,850 -79	-2%	-$8.93K	0.08%	41
2024 Q2	$419K	Sell	3,929 -1,459	-27%	-$156K	0.08%	40
2024 Q1	$595K	Hold	5,388	–	–	0.11%	36
2023 Q4	$583K	Hold	5,388	–	–	0.12%	35
2023 Q3	$508K	Hold	5,388	–	–	0.11%	35
2023 Q2	$537K	Buy	5,388 +1,710	+46%	+$163K	0.12%	35
2023 Q1	$356K	Hold	3,678	–	–	0.08%	34
2022 Q4	$348K	Hold	3,678	–	–	0.1%	36
2022 Q3	$321K	Hold	3,678	–	–	0.1%	37
2022 Q2	$340K	Hold	3,678	–	–	0.11%	37
2022 Q1	$397K	Hold	3,678	–	–	0.13%	34
2021 Q4	$421K	Hold	3,678	–	–	0.16%	29
2021 Q3	$402K	Hold	3,678	–	–	0.16%	28
2021 Q2	$416K	Buy	3,678 +886	+32%	+$98.8K	0.18%	27
2021 Q1	$303K	Hold	2,792	–	–	0.16%	29
2020 Q4	$257K	Buy	+2,792	New	+$229K	0.16%	29

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