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Lantz Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lantz Financial’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 		$585K Hold
3,942
– – 0.11% 162
2026
Q1 		$490K Buy
3,942
+51
+1% +$6.48K 0.1% 169
2025
Q4 		$468K Sell
3,891
-241
-6% -$28.8K 0.1% 166
2025
Q3 		$491K Hold
4,132
– – 0.11% 159
2025
Q2 		$452K Sell
4,132
-48
-1% -$4.96K 0.11% 152
2025
Q1 		$437K Buy
4,180
+239
+6% +$27K 0.12% 147
2024
Q4 		$454K Sell
3,941
-11
-0.3% -$1.31K 0.12% 147
2024
Q3 		$462K Sell
3,952
-71
-2% -$8.02K 0.13% 141
2024
Q2 		$429K Buy
4,023
+12
+0.3% +$1.28K 0.13% 138
2024
Q1 		$443K Sell
4,011
-193
-5% -$20.5K 0.14% 138
2023
Q4 		$455K Buy
+4,204
New +$405K 0.16% 127
2023
Q3 		– Sell
-2,013
Closed -$201K – 191
2023
Q2 		$201K Sell
2,013
-200
-9% -$19K 0.08% 184
2023
Q1 		$214K Sell
2,213
-5,649
-72% -$565K 0.09% 173
2022
Q4 		$744K Buy
7,862
+361
+5% +$34.6K 0.34% 76
2022
Q3 		$654K Buy
7,501
+3,389
+82% +$329K 0.34% 77
2022
Q2 		$380K Sell
4,112
-7,703
-65% -$766K 0.17% 114
2022
Q1 		$1.27M Sell
11,815
-1,324
-10% -$143K 0.52% 58
2021
Q4 		$1.5M Buy
13,139
+2,241
+21% +$255K 0.69% 43
2021
Q3 		$1.19M Buy
10,898
+2,121
+24% +$234K 0.61% 51
2021
Q2 		$992K Buy
8,777
+5,601
+176% +$625K 0.51% 58
2021
Q1 		$345K Buy
+3,176
New +$332K 0.2% 98
2020
Q1 		– Sell
-43,795
Closed -$3.67M – 117
2019
Q4 		$3.67M Buy
43,795
+1,520
+4% +$122K 2.17% 6
2019
Q3 		$3.19M Sell
42,275
-426
-1% -$33K 2.16% 6
2019
Q2 		$3.33M Buy
42,701
+14
+0% +$1.09K 2.25% 6
2019
Q1 		$3.29M Buy
+42,687
New +$3.28M 2.39% 6

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return