M.E. Allison & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

M.E. Allison & Co’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	$1.1M	Buy	7,384 +2	+0%	+$274	0.63%	41
2026 Q1	$918K	Hold	7,382	–	–	0.61%	45
2025 Q4	$887K	Hold	7,382	–	–	0.6%	45
2025 Q3	$877K	Buy	7,382 +440	+6%	+$50.6K	0.61%	45
2025 Q2	$759K	Buy	6,942 +135	+2%	+$14K	0.61%	45
2025 Q1	$712K	Buy	6,807 +20	+0.3%	+$2.26K	0.7%	37
2024 Q4	$782K	Buy	+6,787	New	+$811K	0.86%	32

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