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

Ameritas Advisory Services’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	$23.7M	Buy	160,052 +89,982	+128%	+$12.3M	0.48%	50
2026 Q1	$8.71M	Sell	70,070 -4,072	-5%	-$517K	0.34%	74
2025 Q4	$8.91M	Sell	74,142 -37,639	-34%	-$4.5M	0.33%	72
2025 Q3	$13.3M	Buy	111,781 +1,847	+2%	+$212K	0.87%	22
2025 Q2	$12M	Sell	109,934 -39,914	-27%	-$4.13M	0.63%	29
2025 Q1	$16.7M	Sell	149,848 -18,757	-11%	-$2.12M	0.67%	28
2024 Q4	$19.4M	Buy	168,605 +22,562	+15%	+$2.7M	0.67%	30
2024 Q3	$17.1M	Sell	146,043 -4,352	-3%	-$492K	0.74%	25
2024 Q2	$16M	Buy	150,395 +3,898	+3%	+$417K	0.6%	32
2024 Q1	$15.8M	Buy	146,497 +34,779	+31%	+$3.69M	0.65%	30
2023 Q4	$12.1M	Sell	111,718 -24,508	-18%	-$2.36M	0.67%	41
2023 Q3	$12.7M	Buy	136,226 +56,942	+72%	+$5.69M	0.63%	34
2023 Q2	$7.8M	Sell	79,284 -58,877	-43%	-$5.61M	1%	19
2023 Q1	$13.3M	Sell	138,161 -56,601	-29%	-$5.66M	0.67%	26
2022 Q4	$18.4M	Buy	194,762 +36,586	+23%	+$3.51M	0.86%	21
2022 Q3	$13.8M	Buy	158,176 +11,323	+8%	+$1.1M	0.82%	22
2022 Q2	$13.6M	Buy	146,853 +6,236	+4%	+$620K	0.79%	21
2022 Q1	$15.2M	Buy	140,617 +2,163	+2%	+$233K	0.56%	35
2021 Q4	$15.9M	Buy	+138,454	New	+$15.8M	0.58%	36

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

Ameritas Advisory Services's IJR Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 128% in Q2 2026, buying an estimated $12.3M and bringing the position to 160,052 shares worth $23.7M. The position accounts for 0.48% of the portfolio, ranked #50.

Ameritas Advisory Services first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ameritas Advisory Services held 160,052 shares of iShares Core S&P Small-Cap ETF worth $23.7M as of Q2 2026.
Ameritas Advisory Services bought 89,982 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $12.3M.
iShares Core S&P Small-Cap ETF made up 0.48% of Ameritas Advisory Services's portfolio in Q2 2026, its #50 holding.
Ameritas Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.