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

Symphony Financial’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 Q1	$486K	Buy	3,921 +2,212	+129%	+$281K	0.06%	175
2025 Q4	$206K	Buy	+1,709	New	+$204K	0.03%	279
2024 Q4	–	Sell	-1,914	Closed	-$222K	–	233
2024 Q3	$222K	Sell	1,914 -167	-8%	-$18.9K	0.04%	207
2024 Q2	$221K	Buy	2,081 +233	+13%	+$24.9K	0.04%	196
2024 Q1	$204K	Buy	+1,848	New	+$196K	0.05%	185
2023 Q3	–	Sell	-2,171	Closed	-$215K	–	177
2023 Q2	$215K	Buy	+2,171	New	+$207K	0.05%	177
2023 Q1	–	Sell	-2,496	Closed	-$249K	–	205
2022 Q4	$249K	Sell	2,496 -272	-10%	-$26.1K	0.07%	178
2022 Q3	$245K	Buy	+2,768	New	+$269K	0.08%	172
2022 Q2	–	Sell	-7,204	Closed	-$728K	–	195
2022 Q1	$728K	Buy	+7,204	New	+$777K	0.17%	103

Other funds holding IJR

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return