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

Revisor 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 Q1	$243K	Hold	1,956	–	–	0.07%	288
2025 Q4	$255K	Sell	1,956 -20	-1%	-$2.39K	0.07%	269
2025 Q3	$233K	Sell	1,976 -293	-13%	-$33.7K	0.08%	245
2025 Q2	$259K	Sell	2,269 -424	-16%	-$43.8K	0.09%	236
2025 Q1	$282K	Buy	+2,693	New	+$304K	0.13%	181
2024 Q1	–	Sell	-2,046	Closed	-$222K	–	193
2023 Q4	$222K	Buy	+2,046	New	+$197K	0.26%	121
2023 Q2	–	Sell	-2,661	Closed	-$257K	–	161
2023 Q1	$257K	Buy	+2,661	New	+$266K	0.24%	130

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