Advisory Advocates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$308K Buy
2,078
+439
+27% +$60.2K 0.26% 134
2026
Q1
$204K Buy
+1,639
New +$208K 0.21% 146

Other funds holding IJR

Advisory Advocates's IJR Position: Q2 2026 in Review

Advisory Advocates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q2 2026, buying an estimated $60.2K and bringing the position to 2,078 shares worth $308K. The position accounts for 0.26% of the portfolio, ranked #134.

Advisory Advocates first reported a position in IJR in Q1 2026 and has held it in 2 quarters since. 2,757 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Advisory Advocates held 2,078 shares of iShares Core S&P Small-Cap ETF worth $308K as of Q2 2026.
  • Advisory Advocates bought 439 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $60.2K.
  • iShares Core S&P Small-Cap ETF made up 0.26% of Advisory Advocates's portfolio in Q2 2026, its #134 holding.
  • Advisory Advocates first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.