Red Door Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Red Door Wealth Management’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	$532K	Sell	3,584 -5	-0.1%	-$686	0.05%	181
2026 Q1	$446K	Buy	3,589 +183	+5%	+$23.2K	0.05%	183
2025 Q4	$409K	Buy	3,406 +248	+8%	+$29.7K	0.04%	186
2025 Q3	$375K	Buy	3,158 +1,128	+56%	+$130K	0.04%	196
2025 Q2	$222K	Buy	2,030 +60	+3%	+$6.2K	0.03%	248
2025 Q1	$206K	Buy	1,970 +151	+8%	+$17K	0.03%	224
2024 Q4	$210K	Buy	+1,819	New	+$217K	0.03%	215
2021 Q3	–	Sell	-14	Closed	-$1K	–	374
2021 Q2	$1K	Buy	+14	New	+$1.56K	﹤0.01%	599
2020 Q3	–	Sell	-524	Closed	-$35K	–	244
2020 Q2	$35K	Hold	524	–	–	0.03%	209
2020 Q1	$29K	Buy	+524	New	+$39K	0.03%	204

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