AWA
IJR icon

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

Alta Wealth 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 		$872K Buy
5,883
+225
+4% +$30.9K 0.24% 78
2026
Q1 		$703K Sell
5,658
-14
-0.2% -$1.78K 0.23% 83
2025
Q4 		$682K Buy
5,672
+1,173
+26% +$140K 0.23% 82
2025
Q3 		$535K Sell
4,499
-116
-3% -$13.3K 0.19% 88
2025
Q2 		$504K Sell
4,615
-844
-15% -$87.2K 0.24% 67
2025
Q1 		$571K Sell
5,459
-391
-7% -$44.1K 0.26% 70
2024
Q4 		$674K Buy
5,850
+400
+7% +$47.8K 0.3% 64
2024
Q3 		$637K Sell
5,450
-47
-0.9% -$5.31K 0.29% 73
2024
Q2 		$586K Buy
5,497
+154
+3% +$16.5K 0.29% 72
2024
Q1 		$591K Sell
5,343
-3,755
-41% -$399K 0.3% 73
2023
Q4 		$985K Buy
9,098
+6,906
+315% +$666K 0.55% 48
2023
Q3 		$207K Sell
2,192
-265
-11% -$26.5K 0.13% 125
2023
Q2 		$245K Hold
2,457
– – 0.14% 125
2023
Q1 		$238K Buy
2,457
+47
+2% +$4.7K 0.15% 130
2022
Q4 		$228K Sell
2,410
-1,066
-31% -$102K 0.15% 134
2022
Q3 		$303K Buy
3,476
+14
+0.4% +$1.36K 0.22% 118
2022
Q2 		$320K Sell
3,462
-5
-0.1% -$497 0.22% 115
2022
Q1 		$374K Buy
3,467
+40
+1% +$4.32K 0.22% 117
2021
Q4 		$392K Buy
3,427
+395
+13% +$45K 0.24% 114
2021
Q3 		$331K Buy
3,032
+71
+2% +$7.82K 0.24% 120
2021
Q2 		$335K Buy
2,961
+17
+0.6% +$1.9K 0.25% 116
2021
Q1 		$320K Buy
2,944
+15
+0.5% +$1.57K 0.27% 114
2020
Q4 		$269K Buy
+2,929
New +$241K 0.23% 120

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alta Wealth Advisors's IJR Position: Q2 2026 in Review

Alta Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4% in Q2 2026, buying an estimated $30.9K and bringing the position to 5,883 shares worth $872K. The position accounts for 0.24% of the portfolio, ranked #78.

Alta Wealth Advisors first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $985K in Q4 2023. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Alta Wealth Advisors held 5,883 shares of iShares Core S&P Small-Cap ETF worth $872K as of Q2 2026.
  • Alta Wealth Advisors bought 225 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $30.9K.
  • iShares Core S&P Small-Cap ETF made up 0.24% of Alta Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Alta Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Alta Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $985K in Q4 2023.
  • 2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.