Vanguard Personalized Indexing Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Vanguard Personalized Indexing Management’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	$650K	Buy	5,231 +21	+0.4%	+$2.67K	0.01%	1155
2025 Q4	$626K	Buy	5,210 +232	+5%	+$27.7K	0.01%	1137
2025 Q3	$592K	Sell	4,978 -867	-15%	-$99.7K	0.01%	1170
2025 Q2	$639K	Buy	5,845 +582	+11%	+$60.2K	0.01%	1081
2025 Q1	$550K	Buy	5,263 +2,950	+128%	+$333K	0.01%	1065
2024 Q4	$267K	Hold	2,313	–	–	﹤0.01%	1392
2024 Q3	$271K	Sell	2,313 -12	-0.5%	-$1.36K	﹤0.01%	1390
2024 Q2	$248K	Buy	+2,325	New	+$249K	﹤0.01%	1360
2022 Q1	–	Sell	-3,467	Closed	-$397K	–	1219
2021 Q4	$397K	Buy	3,467 +953	+38%	+$109K	0.02%	778
2021 Q3	$275K	Buy	+2,514	New	+$277K	0.02%	797

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