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

Inspirion Wealth 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	$270K	Buy	1,831 +18	+1%	+$2.47K	0.03%	148
2026 Q1	$225K	Hold	1,813	–	–	0.03%	154
2025 Q4	$218K	Hold	1,813	–	–	0.03%	156
2025 Q3	$212K	Buy	+1,813	New	+$209K	0.03%	146
2025 Q1	–	Sell	-1,813	Closed	-$209K	–	164
2024 Q4	$209K	Hold	1,813	–	–	0.03%	140
2024 Q3	$212K	Buy	+1,813	New	+$205K	0.03%	147
2024 Q2	–	Sell	-1,813	Closed	-$200K	–	152
2024 Q1	$200K	Buy	+1,813	New	+$193K	0.03%	143
2023 Q2	–	Sell	-2,114	Closed	-$204K	–	144
2023 Q1	$204K	Buy	+2,114	New	+$211K	0.04%	135

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return