Aaron Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aaron Wealth Advisors’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	$1.7M	Buy	11,494 +778	+7%	+$107K	0.09%	150
2026 Q1	$1.33M	Sell	10,716 -3,003	-22%	-$382K	0.08%	165
2025 Q4	$1.65M	Buy	13,719 +31	+0.2%	+$3.71K	0.09%	155
2025 Q3	$1.63M	Buy	13,688 +23	+0.2%	+$2.65K	0.1%	147
2025 Q2	$1.49M	Sell	13,665 -894	-6%	-$92.4K	0.15%	89
2025 Q1	$1.52M	Sell	14,559 -1,598	-10%	-$180K	0.17%	82
2024 Q4	$1.86M	Buy	16,157 +2,615	+19%	+$312K	0.22%	67
2024 Q3	$1.58M	Buy	13,542 +28	+0.2%	+$3.16K	0.19%	75
2024 Q2	$1.44M	Sell	13,514 -579	-4%	-$61.9K	0.2%	68
2024 Q1	$1.56M	Sell	14,093 -1,298	-8%	-$138K	0.22%	66
2023 Q4	$1.67M	Sell	15,391 -3,947	-20%	-$380K	0.28%	50
2023 Q3	$1.82M	Buy	19,338 +9,776	+102%	+$977K	0.24%	61
2023 Q2	$953K	Buy	9,562 +11	+0.1%	+$1.05K	0.12%	98
2023 Q1	$924K	Sell	9,551 -1,479	-13%	-$148K	0.13%	95
2022 Q4	$1.04M	Buy	11,030 +3,610	+49%	+$346K	0.15%	92
2022 Q3	$647K	Buy	+7,420	New	+$721K	0.12%	96
2022 Q2	–	Sell	-99	Closed	-$10.7K	–	496
2022 Q1	$10.7K	Buy	+99	New	+$10.7K	﹤0.01%	786

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aaron Wealth Advisors's IJR Position: Q2 2026 in Review

Aaron Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.3% in Q2 2026, buying an estimated $107K and bringing the position to 11,494 shares worth $1.7M. The position accounts for 0.09% of the portfolio, ranked #150.

Aaron Wealth Advisors first reported a position in IJR in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.86M in Q4 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Aaron Wealth Advisors held 11,494 shares of iShares Core S&P Small-Cap ETF worth $1.7M as of Q2 2026.
Aaron Wealth Advisors bought 778 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $107K.
iShares Core S&P Small-Cap ETF made up 0.09% of Aaron Wealth Advisors's portfolio in Q2 2026, its #150 holding.
Aaron Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Aaron Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.86M in Q4 2024.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.