Sunburst Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sunburst Financial Group’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	$2.44M	Sell	16,455 -12	-0.1%	-$1.65K	0.4%	33
2026 Q1	$2.05M	Buy	16,467 +1,071	+7%	+$136K	0.38%	36
2025 Q4	$1.85M	Sell	15,396 -43	-0.3%	-$5.14K	0.37%	35
2025 Q3	$1.83M	Sell	15,439 -1,260	-8%	-$145K	0.39%	33
2025 Q2	$1.83M	Sell	16,699 -64	-0.4%	-$6.62K	0.41%	32
2025 Q1	$1.75M	Sell	16,763 -456	-3%	-$51.5K	0.43%	31
2024 Q4	$1.98M	Sell	17,219 -205	-1%	-$24.5K	0.49%	31
2024 Q3	$2.04M	Sell	17,424 -24	-0.1%	-$2.71K	0.52%	30
2024 Q2	$1.86M	Sell	17,448 -214	-1%	-$22.9K	0.5%	31
2024 Q1	$1.93M	Buy	17,662 +348	+2%	+$37K	0.55%	30
2023 Q4	$1.87M	Sell	17,314 -306	-2%	-$29.5K	0.58%	27
2023 Q3	$1.66M	Sell	17,620 -502	-3%	-$50.1K	0.59%	28
2023 Q2	$1.81M	Sell	18,122 -885	-5%	-$84.3K	0.63%	30
2023 Q1	$1.84M	Buy	19,007 +1	+0%	+$100	0.68%	29
2022 Q4	$1.8M	Buy	19,006 +2,074	+12%	+$199K	0.72%	27
2022 Q3	$1.48M	Buy	16,932 +2,961	+21%	+$288K	0.71%	24
2022 Q2	$1.29M	Buy	+13,971	New	+$1.39M	0.62%	25

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 $59.8B 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