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

Accelerate Investment 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	$217K	Buy	+1,464	New	+$201K	0.12%	139
2025 Q1	–	Sell	-1,817	Closed	-$209K	–	120
2024 Q4	$209K	Sell	1,817 -184	-9%	-$22K	0.18%	93
2024 Q3	$234K	Buy	+2,001	New	+$226K	0.23%	65

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 22.9% 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

Accelerate Investment Advisors's IJR Position: Q2 2026 in Review

Accelerate Investment Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,464 shares worth $217K. The stake represents 0.12% of the portfolio and ranks #139 among its holdings. This is a return to the name: Accelerate Investment Advisors previously reported a position in IJR as recently as Q4 2024.

Accelerate Investment Advisors first reported a position in IJR in Q3 2024 and has held it in 3 quarters since. The position peaked at $234K in Q3 2024. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Accelerate Investment Advisors held 1,464 shares of iShares Core S&P Small-Cap ETF worth $217K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Accelerate Investment Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.12% of Accelerate Investment Advisors's portfolio in Q2 2026, its #139 holding.
Accelerate Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 3 quarters since.
Accelerate Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $234K in Q3 2024.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.