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

Amplius 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	$50.8M	Buy	342,349 +6,297	+2%	+$864K	3.72%	6
2026 Q1	$41.8M	Buy	336,052 +8,867	+3%	+$1.13M	3.48%	7
2025 Q4	$39.3M	Buy	327,185 +8,103	+3%	+$969K	3.3%	9
2025 Q3	$37.9M	Buy	319,082 +36,293	+13%	+$4.17M	3.28%	10
2025 Q2	$30.9M	Sell	282,789 -45,715	-14%	-$4.73M	2.87%	12
2025 Q1	$34.4M	Buy	328,504 +45,567	+16%	+$5.14M	3.57%	6
2024 Q4	$32.6M	Sell	282,937 -2,431	-0.9%	-$290K	3.34%	11
2024 Q3	$33.4M	Buy	285,368 +262,186	+1,131%	+$29.6M	3.64%	8
2024 Q2	$2.47M	Buy	23,182 +235	+1%	+$25.1K	0.28%	47
2024 Q1	$2.54M	Sell	22,947 -540	-2%	-$57.3K	0.28%	46
2023 Q4	$2.54M	Buy	23,487 +435	+2%	+$41.9K	0.31%	46
2023 Q3	$2.17M	Sell	23,052 -474	-2%	-$47.4K	0.29%	48
2023 Q2	$2.34M	Sell	23,526 -220	-0.9%	-$20.9K	0.32%	48
2023 Q1	$2.3M	Buy	23,746 +1,314	+6%	+$131K	0.33%	48
2022 Q4	$2.12M	Sell	22,432 -183,241	-89%	-$17.6M	0.34%	49
2022 Q3	$17.9M	Buy	205,673 +185,608	+925%	+$18M	3.21%	9
2022 Q2	$1.85M	Sell	20,065 -4,402	-18%	-$438K	0.3%	45
2022 Q1	$2.64M	Buy	24,467 +1,924	+9%	+$208K	0.41%	37
2021 Q4	$2.58M	Buy	+22,543	New	+$2.57M	0.36%	39

Other funds holding IJR

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 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Amplius Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q2 2026, buying an estimated $864K and bringing the position to 342,349 shares worth $50.8M. The position accounts for 3.72% of the portfolio, ranked #6.

Amplius Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Amplius Wealth Advisors held 342,349 shares of iShares Core S&P Small-Cap ETF worth $50.8M as of Q2 2026.
Amplius Wealth Advisors bought 6,297 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $864K.
iShares Core S&P Small-Cap ETF made up 3.72% of Amplius Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Amplius Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.