SWA
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Sax Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sax Wealth 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 		$11.7M Buy
93,964
+17,383
+23% +$2.39M 0.48% 36
2026
Q1 		$9.2M Hold
76,581
– – 0.45% 38
2025
Q4 		$9.2M Sell
76,581
-5,602
-7% -$670K 0.43% 40
2025
Q3 		$9.77M Sell
82,183
-8,080
-9% -$929K 0.53% 32
2025
Q2 		$9.86M Sell
90,263
-5,869
-6% -$607K 0.6% 30
2025
Q1 		$10.1M Sell
96,132
-5,073
-5% -$572K 0.72% 25
2024
Q4 		$11.7M Sell
101,205
-8,230
-8% -$983K 0.91% 22
2024
Q3 		$12.8M Sell
109,435
-6,210
-5% -$702K 1.14% 19
2024
Q2 		$12.3M Sell
115,645
-4,681
-4% -$501K 1.18% 18
2024
Q1 		$13.3M Sell
120,326
-3,580
-3% -$380K 1.55% 16
2023
Q4 		$13.4M Buy
123,906
+1,929
+2% +$186K 2.19% 14
2023
Q3 		$11.5M Sell
121,977
-495
-0.4% -$49.4K 2.27% 11
2023
Q2 		$12.2M Sell
122,472
-604
-0.5% -$57.5K 2.43% 10
2023
Q1 		$11.9M Sell
123,076
-950
-0.8% -$95K 2.59% 9
2022
Q4 		$11.7M Buy
124,026
+2,786
+2% +$267K 2.71% 10
2022
Q3 		$10.6M Buy
121,240
+10,221
+9% +$993K 2.72% 9
2022
Q2 		$10.3M Buy
111,019
+4,375
+4% +$435K 2.61% 9
2022
Q1 		$11.5M Sell
106,644
-16,898
-14% -$1.82M 2.78% 8
2021
Q4 		$14.1M Buy
123,542
+3,020
+3% +$344K 2.95% 9
2021
Q3 		$13.2M Buy
120,522
+3,088
+3% +$340K 3.12% 9
2021
Q2 		$13.3M Sell
117,434
-23,087
-16% -$2.58M 4.55% 5
2021
Q1 		$15.3M Buy
140,521
+29,736
+27% +$3.11M 5.58% 4
2020
Q4 		$10.2M Buy
+110,785
New +$9.1M 4.68% 5

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return