Omni 360 Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Omni 360 Wealth’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	$1.71M	Sell	11,560 -219	-2%	-$30.1K	0.79%	28
2026 Q1	$1.46M	Sell	11,779 -179	-1%	-$22.7K	0.76%	28
2025 Q4	$1.52M	Sell	11,958 -7	-0.1%	-$837	0.78%	27
2025 Q3	$1.42M	Buy	11,965 +144	+1%	+$16.6K	0.8%	28
2025 Q2	$1.29M	Sell	11,821 -136	-1%	-$14.1K	0.8%	28
2025 Q1	$1.25M	Sell	11,957 -239	-2%	-$27K	0.84%	27
2024 Q4	$1.41M	Sell	12,196 -242	-2%	-$28.9K	0.93%	30
2024 Q3	$1.45M	Sell	12,438 -98	-0.8%	-$11.1K	1%	28
2024 Q2	$1.34M	Sell	12,536 -170	-1%	-$18.2K	1.02%	28
2024 Q1	$1.4M	Sell	12,706 -404	-3%	-$42.9K	1.16%	20
2023 Q4	$1.42M	Buy	+13,110	New	+$1.26M	1.33%	20

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 $59.8B 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 $2.54B AUM 18.96% 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

Rebalance Palo Alto, California $1.91B AUM 16.23% 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