SCA
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Sandy Cove Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sandy Cove Advisors’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 		$1.35M Sell
9,115
-89
-1% -$12.2K 0.34% 43
2026
Q1 		$1.14M Buy
9,204
+123
+1% +$15.6K 0.34% 43
2025
Q4 		$1.09M Sell
9,081
-2,124
-19% -$254K 0.32% 49
2025
Q3 		$1.33M Buy
11,205
+26
+0.2% +$2.99K 0.43% 35
2025
Q2 		$1.22M Sell
11,179
-288
-3% -$29.8K 0.44% 34
2025
Q1 		$1.2M Buy
11,467
+75
+0.7% +$8.46K 0.48% 32
2024
Q4 		$1.31M Buy
11,392
+500
+5% +$59.7K 0.52% 33
2024
Q3 		$1.27M Buy
10,892
+90
+0.8% +$10.2K 0.52% 31
2024
Q2 		$1.15M Buy
10,802
+2,362
+28% +$253K 0.51% 34
2024
Q1 		$933K Buy
8,440
+2,031
+32% +$216K 0.43% 40
2023
Q4 		$694K Buy
6,409
+3,303
+106% +$318K 0.36% 49
2023
Q3 		$293K Sell
3,106
-513
-14% -$51.2K 0.17% 93
2023
Q2 		$361K Buy
+3,619
New +$345K 0.21% 85
2023
Q1 		– Sell
-3,233
Closed -$306K – 91
2022
Q4 		$306K Buy
3,233
+339
+12% +$32.5K 0.25% 61
2022
Q3 		$252K Buy
2,894
+433
+18% +$42.1K 0.23% 60
2022
Q2 		$227K Buy
2,461
+199
+9% +$19.8K 0.21% 64
2022
Q1 		$244K Buy
2,262
+445
+24% +$48K 0.2% 69
2021
Q4 		$208K Buy
+1,817
New +$207K 0.18% 74

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 $59.8B 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