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

Spire 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 Q2	$9.04M	Sell	60,979 -2,563	-4%	-$352K	0.27%	82
2026 Q1	$7.9M	Buy	63,542 +13,697	+27%	+$1.74M	0.27%	80
2025 Q4	$5.99M	Buy	49,845 +2,591	+5%	+$310K	0.2%	101
2025 Q3	$5.62M	Sell	47,254 -2,148	-4%	-$247K	0.19%	105
2025 Q2	$5.33M	Sell	49,402 -19,080	-28%	-$1.97M	0.19%	99
2025 Q1	$7.16M	Sell	68,482 -15,413	-18%	-$1.74M	0.23%	92
2024 Q4	$9.67M	Sell	83,895 -21,424	-20%	-$2.56M	0.3%	74
2024 Q3	$12.3M	Sell	105,319 -1,042	-1%	-$118K	0.42%	50
2024 Q2	$11.3M	Sell	106,361 -6,323	-6%	-$676K	0.4%	46
2024 Q1	$54.7M	Sell	112,684 -1,182	-1%	-$126K	0.99%	25
2023 Q4	$11.9M	Sell	113,866 -16,087	-12%	-$1.55M	0.39%	51
2023 Q3	$12.3M	Buy	129,953 +4,869	+4%	+$486K	0.47%	53
2023 Q2	$12.5M	Buy	125,084 +1,945	+2%	+$185K	0.46%	44
2023 Q1	$11.9M	Buy	123,139 +36,057	+41%	+$3.6M	0.46%	42
2022 Q4	$8.24M	Sell	87,082 -1,928	-2%	-$185K	0.46%	49
2022 Q3	$7.76M	Sell	89,010 -48,031	-35%	-$4.67M	0.47%	47
2022 Q2	$12.7M	Sell	137,041 -97,893	-42%	-$9.74M	0.52%	42
2022 Q1	$25.4M	Sell	234,934 -12,636	-5%	-$1.36M	0.68%	29
2021 Q4	$28.4M	Buy	247,570 +7,423	+3%	+$846K	0.63%	29
2021 Q3	$26.2M	Sell	240,147 -1,642	-0.7%	-$181K	0.69%	27
2021 Q2	$27.4M	Buy	241,789 +8,230	+4%	+$918K	0.74%	23
2021 Q1	$25.4M	Buy	+233,559	New	+$24.4M	0.68%	26

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