Kraft Davis & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kraft Davis & Associates’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	$252K	Sell	1,753 -86	-5%	-$11.8K	0.05%	133
2026 Q1	$252K	Sell	1,839 -335	-15%	-$42.6K	0.05%	131
2025 Q4	$275K	Sell	2,174 -377	-15%	-$45.1K	0.06%	127
2025 Q3	$306K	Sell	2,551 -779	-23%	-$89.6K	0.07%	114
2025 Q2	$376K	Sell	3,330 -7,628	-70%	-$789K	0.1%	98
2025 Q1	$1.06M	Sell	10,958 -3,969	-27%	-$448K	0.34%	50
2024 Q4	$1.73M	Sell	14,927 -8,596	-37%	-$1.03M	0.49%	42
2024 Q3	$2.7M	Sell	23,523 -919	-4%	-$104K	0.8%	33
2024 Q2	$2.87M	Sell	24,442 -97	-0.4%	-$10.4K	0.87%	30
2024 Q1	$2.7M	Sell	24,539 -5,408	-18%	-$574K	0.81%	31
2023 Q4	$3.17M	Sell	29,947 -21,182	-41%	-$2.04M	0.95%	28
2023 Q3	$4.67M	Sell	51,129 -1,424	-3%	-$142K	1.75%	24
2023 Q2	$5.34M	Buy	+52,553	New	+$5M	1.85%	22
2022 Q4	$1.08M	Buy	+10,428	New	+$1M	0.43%	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