Private Client Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Private Client Services’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	$298K	Sell	2,009 -183	-8%	-$25.1K	0.08%	173
2026 Q1	$272K	Sell	2,192 -211	-9%	-$26.8K	0.08%	172
2025 Q4	$289K	Sell	2,403 -492	-17%	-$58.8K	0.09%	148
2025 Q3	$344K	Buy	2,895 +112	+4%	+$12.9K	0.12%	132
2025 Q2	$304K	Buy	2,783 +414	+17%	+$42.8K	0.12%	150
2025 Q1	$248K	Buy	2,369 +289	+14%	+$32.6K	0.12%	157
2024 Q4	$240K	Sell	2,080 -173	-8%	-$20.7K	0.13%	154
2024 Q3	$264K	Buy	2,253 +99	+5%	+$11.2K	0.14%	134
2024 Q2	$230K	Sell	2,154 -58	-3%	-$6.21K	0.14%	125
2024 Q1	$244K	Sell	2,212 -496	-18%	-$52.7K	0.16%	111
2023 Q4	$293K	Buy	+2,708	New	+$261K	0.24%	106

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