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

LMG Wealth Partners’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
Q1 		$344K Sell
2,768
-153
-5% -$19.4K 0.06% 126
2025
Q4 		$351K Buy
2,921
+20
+0.7% +$2.39K 0.07% 123
2025
Q3 		$345K Buy
2,901
+140
+5% +$16.1K 0.06% 122
2025
Q2 		$302K Buy
2,761
+28
+1% +$2.89K 0.06% 118
2025
Q1 		$286K Buy
2,733
+98
+4% +$11.1K 0.06% 116
2024
Q4 		$304K Buy
2,635
+27
+1% +$3.23K 0.07% 111
2024
Q3 		$305K Buy
2,608
+133
+5% +$15K 0.07% 104
2024
Q2 		$264K Buy
2,475
+241
+11% +$25.8K 0.07% 106
2024
Q1 		$247K Sell
2,234
-36
-2% -$3.82K 0.06% 110
2023
Q4 		$246K Buy
2,270
+47
+2% +$4.53K 0.07% 95
2023
Q3 		$210K Buy
+2,223
New +$222K 0.06% 99

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return