Woodstock Corp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Woodstock Corp’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	$411K	Sell	2,773 -675	-20%	-$92.6K	0.03%	126
2026 Q1	$429K	Sell	3,448 -5,797	-63%	-$736K	0.04%	123
2025 Q4	$1.11M	Hold	9,245	–	–	0.1%	99
2025 Q3	$1.1M	Sell	9,245 -2,659	-22%	-$306K	0.1%	100
2025 Q2	$1.3M	Sell	11,904 -6,137	-34%	-$634K	0.12%	95
2025 Q1	$1.89M	Buy	18,041 +2,705	+18%	+$305K	0.19%	88
2024 Q4	$1.77M	Sell	15,336 -180	-1%	-$21.5K	0.17%	88
2024 Q3	$1.81M	Buy	15,516 +42	+0.3%	+$4.75K	0.17%	92
2024 Q2	$1.65M	Buy	15,474 +845	+6%	+$90.4K	0.17%	90
2024 Q1	$1.62M	Buy	14,629 +793	+6%	+$84.2K	0.17%	90
2023 Q4	$1.5M	Sell	13,836 -1	-0%	-$96	0.17%	89
2023 Q3	$1.31M	Buy	13,837 +925	+7%	+$92.4K	0.16%	89
2023 Q2	$1.29M	Buy	12,912 +297	+2%	+$28.3K	0.15%	91
2023 Q1	$1.22M	Buy	12,615 +1,638	+15%	+$164K	0.16%	90
2022 Q4	$1.04M	Buy	10,977 +3,658	+50%	+$351K	0.14%	95
2022 Q3	$638K	Sell	7,319 -257	-3%	-$25K	0.09%	105
2022 Q2	$700K	Buy	7,576 +230	+3%	+$22.9K	0.1%	104
2022 Q1	$792K	Buy	7,346 +1,664	+29%	+$180K	0.09%	104
2021 Q4	$651K	Buy	5,682 +255	+5%	+$29.1K	0.07%	123
2021 Q3	$593K	Buy	5,427 +175	+3%	+$19.3K	0.07%	131
2021 Q2	$593K	Buy	5,252 +1,358	+35%	+$151K	0.07%	132
2021 Q1	$423K	Sell	3,894 -865	-18%	-$90.5K	0.05%	140
2020 Q4	$437K	Buy	4,759 +1,050	+28%	+$86.3K	0.06%	133
2020 Q3	$260K	Sell	3,709 -150	-4%	-$10.8K	0.04%	136
2020 Q2	$264K	Hold	3,859	–	–	0.05%	136
2020 Q1	$217K	Sell	3,859 -100	-3%	-$7.45K	0.04%	136
2019 Q4	$332K	Hold	3,959	–	–	0.05%	134
2019 Q3	$308K	Hold	3,959	–	–	0.05%	139
2019 Q2	$310K	Hold	3,959	–	–	0.05%	140
2019 Q1	$305K	Buy	3,959 +440	+13%	+$33.8K	0.05%	140
2018 Q4	$244K	Buy	3,519 +75	+2%	+$5.8K	0.05%	141
2018 Q3	$300K	Hold	3,444	–	–	0.05%	140
2018 Q2	$287K	Sell	3,444 -400	-10%	-$32.6K	0.05%	141
2018 Q1	$296K	Buy	3,844 +200	+5%	+$15.6K	0.06%	140
2017 Q4	$280K	Hold	3,644	–	–	0.05%	142
2017 Q3	$270K	Hold	3,644	–	–	0.05%	141
2017 Q2	$255K	Buy	3,644 +400	+12%	+$27.7K	0.05%	142
2017 Q1	$224K	Hold	3,244	–	–	0.05%	145
2016 Q4	$223K	Hold	3,244	–	–	0.05%	146
2016 Q3	$201K	Buy	+3,244	New	+$198K	0.04%	146
2015 Q3	–	Sell	-4,084	Closed	-$241K	–	155
2015 Q2	$241K	Hold	4,084	–	–	0.05%	150
2015 Q1	$241K	Buy	4,084 +50	+1%	+$2.87K	0.04%	150
2014 Q4	$230K	Hold	4,034	–	–	0.04%	154
2014 Q3	$210K	Sell	4,034 -92	-2%	-$5.01K	0.04%	156
2014 Q2	$231K	Hold	4,126	–	–	0.04%	155
2014 Q1	$227K	Sell	4,126 -1,230	-23%	-$66.5K	0.04%	158
2013 Q4	$292K	Buy	5,356 +76	+1%	+$3.97K	0.05%	146
2013 Q3	$263K	Buy	5,280 +730	+16%	+$35.3K	0.05%	147
2013 Q2	$205K	Buy	+4,550	New	+$201K	0.04%	156

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 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