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

Aprio Wealth 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	$364K	Sell	2,453 -7,693	-76%	-$1.06M	0.02%	461
2026 Q1	$1.26M	Buy	10,146 +5,872	+137%	+$746K	0.07%	165
2025 Q4	$1.34M	Sell	4,274 -1,216	-22%	-$145K	0.08%	158
2025 Q3	$652K	Sell	5,490 -73	-1%	-$8.4K	0.06%	179
2025 Q2	$608K	Sell	5,563 -3,281	-37%	-$339K	0.07%	166
2025 Q1	$925K	Buy	8,844 +6,372	+258%	+$719K	0.12%	114
2024 Q4	$285K	Buy	2,472 +503	+26%	+$60.1K	0.04%	226
2024 Q3	$230K	Buy	+1,969	New	+$222K	0.04%	245
2020 Q2	–	Sell	-7,657	Closed	-$430K	–	73
2020 Q1	$430K	Buy	7,657 +731	+11%	+$54.4K	0.55%	33
2019 Q4	$581K	Buy	+6,926	New	+$557K	0.43%	32

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

Aprio Wealth Management's IJR Position: Q2 2026 in Review

Aprio Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 76% in Q2 2026, selling an estimated $1.06M and leaving 2,453 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #461.

Aprio Wealth Management first reported a position in IJR in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Aprio Wealth Management held 2,453 shares of iShares Core S&P Small-Cap ETF worth $364K as of Q2 2026.
Aprio Wealth Management sold 7,693 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.06M.
iShares Core S&P Small-Cap ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #461 holding.
Aprio Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 10 quarters since.
Aprio Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.34M in Q4 2025.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.