Sound Stewardship’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sound Stewardship’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	$7.93M	Buy	53,475 +114	+0.2%	+$15.6K	3.27%	14
2026 Q1	$6.63M	Sell	53,361 -2,057	-4%	-$261K	3.04%	15
2025 Q4	$6.66M	Sell	55,418 -2,002	-3%	-$239K	3.19%	12
2025 Q3	$6.82M	Buy	57,420 +5,848	+11%	+$673K	3.27%	13
2025 Q2	$5.64M	Buy	51,572 +6,833	+15%	+$706K	2.91%	15
2025 Q1	$4.68M	Buy	44,739 +281	+0.6%	+$31.7K	2.67%	16
2024 Q4	$5.12M	Sell	44,458 -226	-0.5%	-$27K	3.04%	15
2024 Q3	$5.23M	Buy	44,684 +1,532	+4%	+$173K	2.93%	15
2024 Q2	$4.6M	Buy	43,152 +529	+1%	+$56.6K	2.8%	16
2024 Q1	$4.71M	Buy	42,623 +1,248	+3%	+$133K	2.86%	15
2023 Q4	$4.48M	Buy	41,375 +2,883	+7%	+$278K	2.96%	13
2023 Q3	$3.63M	Buy	38,492 +24	+0.1%	+$2.4K	2.44%	18
2023 Q2	$3.83M	Buy	38,468 +223	+0.6%	+$21.2K	2.52%	18
2023 Q1	$3.7M	Buy	38,245 +1,719	+5%	+$172K	2.49%	18
2022 Q4	$3.46M	Buy	+36,526	New	+$3.5M	2.56%	16

Other funds holding IJR

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

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 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