Mullaney, Keating & Wright’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mullaney, Keating & Wright’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	$3.48M	Sell	23,459 -102	-0.4%	-$14K	1.68%	15
2026 Q1	$2.93M	Sell	23,561 -2,733	-10%	-$347K	1.59%	16
2025 Q4	$3.16M	Buy	26,294 +350	+1%	+$41.9K	1.67%	15
2025 Q3	$3.08M	Sell	25,944 -83	-0.3%	-$9.55K	1.71%	14
2025 Q2	$2.84M	Sell	26,027 -159	-0.6%	-$16.4K	1.86%	14
2025 Q1	$2.74M	Buy	26,186 +92	+0.4%	+$10.4K	1.84%	14
2024 Q4	$3.01M	Buy	26,094 +4,991	+24%	+$596K	2.03%	10
2024 Q3	$2.47M	Buy	21,103 +1,960	+10%	+$221K	1.71%	10
2024 Q2	$2.04M	Buy	+19,143	New	+$2.05M	1.58%	10

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return