Stablepoint Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stablepoint Partners’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	$274K	Hold	1,848	–	–	0.04%	231
2026 Q1	$230K	Sell	1,848 -83	-4%	-$10.5K	0.03%	244
2025 Q4	$232K	Buy	1,931 +39	+2%	+$4.66K	0.04%	229
2025 Q3	$225K	Sell	1,892 -77	-4%	-$8.86K	0.04%	238
2025 Q2	$215K	Buy	1,969 +13	+0.7%	+$1.34K	0.04%	240
2025 Q1	$205K	Buy	1,956 +112	+6%	+$12.6K	0.04%	235
2024 Q4	$212K	Buy	1,844 +11	+0.6%	+$1.31K	0.04%	231
2024 Q3	$214K	Sell	1,833 -477	-21%	-$53.9K	0.04%	232
2024 Q2	$270K	Buy	+2,310	New	+$247K	0.05%	219

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return