Trust Point Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Trust Point Inc’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	$4.19M	Buy	28,225 +274	+1%	+$37.6K	0.36%	41
2026 Q1	$3.47M	Buy	27,951 +24,583	+730%	+$3.12M	0.3%	40
2025 Q4	$405K	Buy	3,368 +67	+2%	+$8.01K	0.03%	285
2025 Q3	$392K	Buy	3,301 +107	+3%	+$12.3K	0.03%	296
2025 Q2	$349K	Sell	3,194 -2,463	-44%	-$255K	0.03%	264
2025 Q1	$592K	Sell	5,657 -121	-2%	-$13.7K	0.05%	193
2024 Q4	$666K	Sell	5,778 -729	-11%	-$87.1K	0.05%	231
2024 Q3	$761K	Sell	6,507 -78	-1%	-$8.81K	0.06%	203
2024 Q2	$702K	Hold	6,585	–	–	0.06%	203
2024 Q1	$728K	Buy	6,585 +370	+6%	+$39.3K	0.06%	212
2023 Q4	$673K	Buy	+6,215	New	+$599K	0.06%	213

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