JWM
IJR icon

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

JGP 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 		$771K Buy
5,196
+516
+11% +$70.8K 0.07% 125
2026
Q1 		$582K Sell
4,680
-10
-0.2% -$1.27K 0.06% 137
2025
Q4 		$564K Buy
4,690
+118
+3% +$14.1K 0.06% 139
2025
Q3 		$547K Hold
4,572
– – 0.06% 134
2025
Q2 		$500K Buy
4,572
+164
+4% +$17K 0.06% 136
2025
Q1 		$461K Sell
4,408
-863
-16% -$97.4K 0.06% 128
2024
Q4 		$607K Buy
5,271
+1,646
+45% +$197K 0.08% 120
2024
Q3 		$424K Buy
3,625
+668
+23% +$75.5K 0.05% 133
2024
Q2 		$315K Sell
2,957
-360
-11% -$38.5K 0.05% 146
2024
Q1 		$367K Buy
3,317
+238
+8% +$25.3K 0.05% 134
2023
Q4 		$333K Buy
3,079
+727
+31% +$70.1K 0.05% 138
2023
Q3 		$222K Buy
2,352
+191
+9% +$19.1K 0.04% 148
2023
Q2 		$215K Sell
2,161
-330
-13% -$31.4K 0.04% 147
2023
Q1 		$241K Buy
2,491
+366
+17% +$36.6K 0.04% 137
2022
Q4 		$201K Sell
2,125
-138
-6% -$13.2K 0.04% 143
2022
Q3 		$202K Buy
2,263
+3
+0.1% +$291 0.04% 142
2022
Q2 		$209K Hold
2,260
– – 0.04% 140
2022
Q1 		$236K Sell
2,260
-358
-14% -$38.6K 0.04% 150
2021
Q4 		$298K Buy
2,618
+664
+34% +$75.7K 0.06% 141
2021
Q3 		$213K Buy
+1,954
New +$215K 0.05% 148

Other funds holding IJR

VFA
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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 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