Thurston Springer Miller Herd & Titak’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Thurston Springer Miller Herd & Titak’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	$333K	Buy	2,246 +86	+4%	+$11.8K	0.12%	188
2026 Q1	$269K	Sell	2,160 -12	-0.6%	-$1.52K	0.11%	205
2025 Q4	$261K	Buy	2,172 +1,628	+299%	+$195K	0.09%	220
2025 Q3	$64.8K	Sell	544 -3,009	-85%	-$346K	0.13%	184
2025 Q2	$389K	Buy	3,553 +87	+3%	+$8.99K	0.05%	279
2025 Q1	$363K	Sell	3,466 -135	-4%	-$15.2K	0.06%	229
2024 Q4	$415K	Buy	3,601 +245	+7%	+$29.3K	0.08%	196
2024 Q3	$393K	Buy	3,356 +141	+4%	+$15.9K	0.11%	181
2024 Q2	$343K	Buy	+3,215	New	+$344K	0.11%	180

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