RF
IJR icon

Robinswood Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Robinswood Financial’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 		$54.3K Hold
366
– – 0.02% 140
2026
Q1 		$45.5K Buy
366
+112
+44% +$14.2K 0.01% 148
2025
Q4 		$30.6K Sell
254
-142
-36% -$17K 0.01% 182
2025
Q3 		$47.2K Buy
396
+12
+3% +$1.38K 0.02% 142
2025
Q2 		$42K Buy
384
+1
+0.3% +$103 0.01% 150
2025
Q1 		$40.1K Sell
383
-6
-2% -$677 0.01% 144
2024
Q4 		$44.9K Buy
389
+3
+0.8% +$358 0.02% 126
2024
Q3 		$45.2K Sell
386
-17
-4% -$1.92K 0.02% 131
2024
Q2 		$43K Buy
+403
New +$43.1K 0.02% 128

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return