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

Advyzon Investment Management’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	$5.11M	Buy	34,448 +607	+2%	+$83.3K	0.37%	61
2026 Q1	$4.21M	Buy	33,841 +3,306	+11%	+$420K	0.38%	61
2025 Q4	$3.67M	Buy	30,535 +6,228	+26%	+$745K	0.43%	53
2025 Q3	$2.89M	Buy	24,307 +11,103	+84%	+$1.28M	0.5%	45
2025 Q2	$1.44M	Buy	13,204 +13,167	+35,586%	+$1.36M	0.32%	71
2025 Q1	$3.87K	Buy	+37	New	+$4.17K	﹤0.01%	282

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

Advyzon Investment Management's IJR Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, buying an estimated $83.3K and bringing the position to 34,448 shares worth $5.11M. The position accounts for 0.37% of the portfolio, ranked #61.

Advyzon Investment Management first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Advyzon Investment Management held 34,448 shares of iShares Core S&P Small-Cap ETF worth $5.11M as of Q2 2026.
Advyzon Investment Management bought 607 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $83.3K.
iShares Core S&P Small-Cap ETF made up 0.37% of Advyzon Investment Management's portfolio in Q2 2026, its #61 holding.
Advyzon Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.