Walled Lake Planning & Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Walled Lake Planning & Wealth 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	$232K	Sell	1,867 -34	-2%	-$4.32K	0.07%	119
2025 Q4	$228K	Buy	1,901 +8	+0.4%	+$957	0.07%	123
2025 Q3	$225K	Buy	1,893 +34	+2%	+$3.91K	0.07%	128
2025 Q2	$203K	Buy	+1,859	New	+$192K	0.07%	135
2021 Q4	–	Sell	-13	Closed	-$1K	–	199
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	316
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	303
2021 Q1	$1K	Buy	+13	New	+$1.36K	﹤0.01%	299
2020 Q2	–	Sell	-5	Closed	–	–	353
2020 Q1	$0	Buy	+5	New	+$372	﹤0.01%	347

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