LFG
IJR icon

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

Leverty Financial Group’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 		$1.83M Sell
12,358
-257
-2% -$35.3K 0.36% 19
2026
Q1 		$1.57M Sell
12,615
-2,119
-14% -$269K 0.35% 17
2025
Q4 		$1.77M Sell
14,734
-5,697
-28% -$681K 0.42% 16
2025
Q3 		$2.43M Buy
20,431
+1,230
+6% +$141K 0.63% 13
2025
Q2 		$2.1M Buy
19,201
+6,660
+53% +$688K 0.63% 14
2025
Q1 		$1.31M Sell
12,541
-110
-0.9% -$12.4K 0.54% 14
2024
Q4 		$1.46M Buy
12,651
+50
+0.4% +$5.97K 0.74% 11
2024
Q3 		$1.47M Sell
12,601
-344
-3% -$38.9K 0.81% 11
2024
Q2 		$1.38M Sell
12,945
-217
-2% -$23.2K 0.82% 12
2024
Q1 		$1.45M Buy
13,162
+372
+3% +$39.5K 0.87% 12
2023
Q4 		$1.38M Sell
12,790
-332
-3% -$32K 0.88% 12
2023
Q3 		$1.24M Buy
13,122
+53
+0.4% +$5.29K 0.9% 11
2023
Q2 		$1.3M Sell
13,069
-68
-0.5% -$6.47K 0.95% 10
2023
Q1 		$1.27M Buy
13,137
+37
+0.3% +$3.7K 1% 10
2022
Q4 		$1.24M Sell
13,100
-971
-7% -$93.1K 1.06% 10
2022
Q3 		$1.23M Sell
14,071
-402
-3% -$39K 1.19% 9
2022
Q2 		$1.34M Sell
14,473
-1,632
-10% -$162K 1.25% 9
2022
Q1 		$1.74M Sell
16,105
-602
-4% -$65K 1.37% 8
2021
Q4 		$1.91M Buy
+16,707
New +$1.9M 1.48% 7

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 $59.8B 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 $2.54B AUM 18.96% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return