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

Annex 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	$4.07M	Buy	27,444 +14	+0.1%	+$1.92K	0.07%	117
2026 Q1	$3.41M	Sell	27,430 -6,943	-20%	-$882K	0.06%	126
2025 Q4	$4.13M	Sell	34,373 -208	-0.6%	-$24.9K	0.08%	116
2025 Q3	$4.11M	Sell	34,581 -6,470	-16%	-$744K	0.09%	102
2025 Q2	$4.49M	Sell	41,051 -6,362	-13%	-$658K	0.11%	92
2025 Q1	$4.96M	Sell	47,413 -174,515	-79%	-$19.7M	0.14%	89
2024 Q4	$25.6M	Buy	221,928 +17,014	+8%	+$2.03M	0.77%	32
2024 Q3	$24M	Buy	204,914 +10,797	+6%	+$1.22M	0.77%	31
2024 Q2	$20.7M	Buy	194,117 +7,099	+4%	+$760K	0.73%	32
2024 Q1	$20.7M	Sell	187,018 -236,547	-56%	-$25.1M	0.73%	28
2023 Q4	$45.9M	Sell	423,565 -845,341	-67%	-$81.5M	1.91%	14
2023 Q3	$120M	Buy	1,268,906 +110,173	+10%	+$11M	7.24%	1
2023 Q2	$115M	Buy	1,158,733 +1,073,518	+1,260%	+$102M	6.41%	2
2023 Q1	$8.24M	Sell	85,215 -1,125	-1%	-$112K	0.44%	40
2022 Q4	$8.17M	Sell	86,340 -139,291	-62%	-$13.4M	0.46%	38
2022 Q3	$19.7M	Sell	225,631 -5,349	-2%	-$520K	1.33%	14
2022 Q2	$21.3M	Sell	230,980 -5,990	-3%	-$596K	1.54%	13
2022 Q1	$25.6M	Sell	236,970 -5,094	-2%	-$550K	1.87%	11
2021 Q4	$27.7M	Sell	242,064 -7,242	-3%	-$825K	1.9%	11
2021 Q3	$27.2M	Sell	249,306 -18,296	-7%	-$2.01M	2.23%	10
2021 Q2	$30.2M	Sell	267,602 -21,406	-7%	-$2.39M	2.45%	9
2021 Q1	$31.4M	Sell	289,008 -12,003	-4%	-$1.26M	3.02%	8
2020 Q4	$27.7M	Sell	301,011 -2,824	-0.9%	-$232K	2.71%	9
2020 Q3	$21.3M	Buy	303,835 +1,312	+0.4%	+$94K	2.72%	9
2020 Q2	$20.7M	Sell	302,523 -23,385	-7%	-$1.48M	2.88%	9
2020 Q1	$18.3M	Sell	325,908 -10,367	-3%	-$772K	2.59%	11
2019 Q4	$28.2M	Sell	336,275 -11,639	-3%	-$936K	3.42%	10
2019 Q3	$27.1M	Sell	347,914 -4,243	-1%	-$329K	3.64%	10
2019 Q2	$27.6M	Sell	352,157 -8,237	-2%	-$639K	3.88%	10
2019 Q1	$27.8M	Sell	360,394 -10,267	-3%	-$788K	4.17%	10
2018 Q4	$25.7M	Sell	370,661 -5,326	-1%	-$412K	4.05%	9
2018 Q3	$32.8M	Sell	375,987 -6,756	-2%	-$592K	5.07%	8
2018 Q2	$31.9M	Sell	382,743 -10,223	-3%	-$833K	5.44%	8
2018 Q1	$30.3M	Sell	392,966 -13,999	-3%	-$1.09M	5.5%	8
2017 Q4	$31.3M	Buy	406,965 +9,002	+2%	+$679K	5.91%	8
2017 Q3	$29.5M	Buy	397,963 +12,707	+3%	+$891K	6.05%	8
2017 Q2	$27M	Buy	385,256 +23,202	+6%	+$1.61M	6%	8
2017 Q1	$25M	Buy	362,054 +13,760	+4%	+$949K	6.22%	7
2016 Q4	$23.9M	Buy	348,294 +9,368	+3%	+$604K	5.82%	8
2016 Q3	$21M	Buy	338,926 +4,962	+1%	+$303K	5.47%	8
2016 Q2	$19.4M	Buy	333,964 +10,842	+3%	+$618K	5.26%	8
2016 Q1	$18.2M	Sell	323,122 -6,914	-2%	-$361K	5.16%	8
2015 Q4	$18.2M	Buy	330,036 +13,492	+4%	+$760K	5.32%	7
2015 Q3	$16.9M	Buy	316,544 +11,122	+4%	+$631K	5.48%	7
2015 Q2	$18M	Buy	305,422 +18,966	+7%	+$1.12M	5.77%	7
2015 Q1	$16.9M	Buy	286,456 +14,580	+5%	+$835K	5.44%	8
2014 Q4	$15.5M	Buy	271,876 +11,976	+5%	+$654K	4.83%	9
2014 Q3	$13.6M	Buy	259,900 +15,394	+6%	+$838K	4.59%	9
2014 Q2	$13.7M	Buy	244,506 +14,512	+6%	+$785K	4.68%	9
2014 Q1	$12.7M	Buy	229,994 +60,048	+35%	+$3.25M	4.71%	9
2013 Q4	$9.27M	Buy	169,946 +14,724	+9%	+$770K	3.56%	12
2013 Q3	$7.75M	Buy	155,222 +35,614	+30%	+$1.72M	3.61%	10
2013 Q2	$5.4M	Buy	+119,608	New	+$5.3M	2.98%	10

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

AIM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Annex Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q2 2026, buying an estimated $1.92K and bringing the position to 27,444 shares worth $4.07M. The position accounts for 0.07% of the portfolio, ranked #117.

Annex Advisory Services first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $120M in Q3 2023. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Annex Advisory Services held 27,444 shares of iShares Core S&P Small-Cap ETF worth $4.07M as of Q2 2026.
Annex Advisory Services bought 14 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.92K.
iShares Core S&P Small-Cap ETF made up 0.07% of Annex Advisory Services's portfolio in Q2 2026, its #117 holding.
Annex Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Annex Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $120M in Q3 2023.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.