Advanced Asset Management Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Advanced Asset Management 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	$857K	Hold	5,781	–	–	0.23%	43
2026 Q1	$719K	Hold	5,781	–	–	0.2%	44
2025 Q4	$695K	Hold	5,781	–	–	0.19%	45
2025 Q3	$687K	Hold	5,781	–	–	0.18%	44
2025 Q2	$632K	Hold	5,781	–	–	0.17%	45
2025 Q1	$605K	Hold	5,781	–	–	0.17%	47
2024 Q4	$666K	Hold	5,781	–	–	0.17%	49
2024 Q3	$617K	Hold	5,781	–	–	0.16%	50
2024 Q2	$617K	Hold	5,781	–	–	0.16%	51
2024 Q1	$639K	Hold	5,781	–	–	0.16%	52
2023 Q4	$626K	Hold	5,781	–	–	0.15%	54
2023 Q3	$545K	Hold	5,781	–	–	0.13%	58
2023 Q2	$576K	Hold	5,781	–	–	0.13%	58
2023 Q1	$559K	Hold	5,781	–	–	0.14%	58
2022 Q4	$547K	Hold	5,781	–	–	0.14%	58
2022 Q3	$504K	Hold	5,781	–	–	0.14%	59
2022 Q2	$534K	Hold	5,781	–	–	0.14%	59
2022 Q1	$624K	Hold	5,781	–	–	0.14%	57
2021 Q4	$662K	Hold	5,781	–	–	0.14%	57
2021 Q3	$631K	Hold	5,781	–	–	0.14%	62
2021 Q2	$653K	Hold	5,781	–	–	0.14%	62
2021 Q1	$627K	Hold	5,781	–	–	0.14%	62
2020 Q4	$531K	Hold	5,781	–	–	0.12%	63
2020 Q3	$406K	Hold	5,781	–	–	0.11%	65
2020 Q2	$395K	Hold	5,781	–	–	0.12%	63
2020 Q1	$324K	Buy	5,781 +3,181	+122%	+$237K	0.11%	77
2019 Q4	$218K	Hold	2,600	–	–	0.07%	87
2019 Q3	$202K	Buy	+2,600	New	+$201K	0.06%	92

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

Advanced Asset Management Advisors's IJR Position: Q2 2026 in Review

Advanced Asset Management Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 5,781 shares worth $857K. The position accounts for 0.23% of the portfolio, ranked #43.

Advanced Asset Management Advisors first reported a position in IJR in Q3 2019 and has held it in 28 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Advanced Asset Management Advisors held 5,781 shares of iShares Core S&P Small-Cap ETF worth $857K as of Q2 2026.
Advanced Asset Management Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.23% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #43 holding.
Advanced Asset Management Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.