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

Platform Technology 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	$229K	Buy	1,843 +106	+6%	+$13.5K	0.04%	285
2025 Q4	$209K	Sell	1,737 -61	-3%	-$7.29K	0.04%	244
2025 Q3	$214K	Sell	1,798 -244	-12%	-$28.1K	0.05%	232
2025 Q2	$223K	Buy	+2,042	New	+$211K	0.06%	231
2025 Q1	–	Sell	-1,832	Closed	-$211K	–	239
2024 Q4	$211K	Buy	+1,832	New	+$219K	0.06%	205
2022 Q3	–	Sell	-3,105	Closed	-$287K	–	201
2022 Q2	$287K	Sell	3,105 -1,243	-29%	-$124K	0.16%	138
2022 Q1	$469K	Sell	4,348 -137	-3%	-$14.8K	0.23%	114
2021 Q4	$514K	Buy	4,485 +1	+0%	+$114	0.23%	113
2021 Q3	$490K	Buy	4,484 +1	+0%	+$110	0.22%	118
2021 Q2	$507K	Buy	+4,483	New	+$500K	0.21%	128

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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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