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Advisornet Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Advisornet Financial’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 		$1.73M Buy
11,698
+2,242
+24% +$308K 0.08% 195
2026
Q1 		$1.18M Buy
9,456
+761
+9% +$96.7K 0.06% 236
2025
Q4 		$1.04M Buy
8,695
+820
+10% +$98.1K 0.06% 254
2025
Q3 		$936K Buy
7,875
+812
+11% +$93.4K 0.05% 264
2025
Q2 		$772K Buy
7,063
+14
+0.2% +$1.45K 0.05% 284
2025
Q1 		$737K Sell
7,049
-1,312
-16% -$148K 0.05% 271
2024
Q4 		$963K Sell
8,361
-3,429
-29% -$410K 0.08% 210
2024
Q3 		$1.38M Sell
11,790
-6
-0.1% -$678 0.1% 189
2024
Q2 		$1.26M Sell
11,796
-385
-3% -$41.2K 0.11% 183
2024
Q1 		$1.35M Sell
12,181
-1,033
-8% -$110K 0.13% 171
2023
Q4 		$1.43M Sell
13,214
-492
-4% -$47.4K 0.13% 178
2023
Q3 		$1.29M Sell
13,706
-2,670
-16% -$267K 0.12% 177
2023
Q2 		$1.63M Buy
16,376
+1,012
+7% +$96.4K 0.14% 155
2023
Q1 		$1.49M Sell
15,364
-7,809
-34% -$781K 0.14% 158
2022
Q4 		$2.19M Sell
23,173
-5,847
-20% -$561K 0.22% 109
2022
Q3 		$2.53M Buy
29,020
+7,266
+33% +$706K 0.25% 102
2022
Q2 		$2.01M Sell
21,754
-332
-2% -$33K 0.2% 124
2022
Q1 		$2.38M Buy
22,086
+2,342
+12% +$253K 0.15% 137
2021
Q4 		$2.26M Sell
19,744
-1,065
-5% -$121K 0.14% 142
2021
Q3 		$2.27M Buy
20,809
+3,098
+17% +$341K 0.16% 130
2021
Q2 		$2M Sell
17,711
-2,776
-14% -$310K 0.13% 152
2021
Q1 		$2.22M Sell
20,487
-1,700
-8% -$178K 0.16% 140
2020
Q4 		$2.04M Sell
22,187
-3,682
-14% -$303K 0.16% 135
2020
Q3 		$1.82M Sell
25,869
-124
-0.5% -$8.89K 0.16% 141
2020
Q2 		$1.77M Sell
25,993
-8,598
-25% -$543K 0.14% 146
2020
Q1 		$1.94M Buy
34,591
+1,037
+3% +$77.2K 0.18% 119
2019
Q4 		$2.81M Buy
33,554
+2,575
+8% +$207K 0.24% 96
2019
Q3 		$2.41M Buy
30,979
+6,217
+25% +$481K 0.22% 105
2019
Q2 		$1.94M Buy
24,762
+7,320
+42% +$568K 0.21% 107
2019
Q1 		$1.35M Buy
17,442
+724
+4% +$55.6K 0.16% 133
2018
Q4 		$1.16M Buy
16,718
+2,632
+19% +$203K 0.16% 139
2018
Q3 		$1.23M Buy
14,086
+9,090
+182% +$796K 0.15% 131
2018
Q2 		$417K Sell
4,996
-54,753
-92% -$4.46M 0.06% 264
2018
Q1 		$4.6M Buy
59,749
+55,224
+1,220% +$4.3M 0.64% 24
2017
Q4 		$348K Buy
+4,525
New +$341K 0.05% 253

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Advisornet Financial's IJR Position: Q2 2026 in Review

Advisornet Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q2 2026, buying an estimated $308K and bringing the position to 11,698 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #195.

Advisornet Financial first reported a position in IJR in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.6M in Q1 2018. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Advisornet Financial held 11,698 shares of iShares Core S&P Small-Cap ETF worth $1.73M as of Q2 2026.
  • Advisornet Financial bought 2,242 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $308K.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Advisornet Financial's portfolio in Q2 2026, its #195 holding.
  • Advisornet Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's iShares Core S&P Small-Cap ETF position peaked at $4.6M in Q1 2018.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.