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

Arbor Trust 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 		$1.83M Buy
12,313
+2
+0% +$274 0.74% 39
2026
Q1 		$1.53M Sell
12,311
-55
-0.4% -$6.99K 0.67% 39
2025
Q4 		$1.49M Sell
12,366
-902
-7% -$108K 0.65% 38
2025
Q3 		$1.58M Sell
13,268
-698
-5% -$80.3K 0.71% 39
2025
Q2 		$1.53M Buy
13,966
+2
+0% +$207 0.75% 39
2025
Q1 		$1.46M Sell
13,964
-84
-0.6% -$9.48K 0.68% 40
2024
Q4 		$1.62M Sell
14,048
-72
-0.5% -$8.6K 0.76% 37
2024
Q3 		$1.51M Hold
14,120
– – 0.79% 35
2024
Q2 		$1.51M Buy
14,120
+540
+4% +$57.8K 0.79% 35
2024
Q1 		$1.43M Buy
13,580
+187
+1% +$19.9K 0.79% 34
2023
Q4 		$1.45M Hold
13,393
– – 0.86% 32
2023
Q3 		$1.27M Sell
13,393
-90
-0.7% -$8.99K 0.84% 33
2023
Q2 		$1.34M Sell
13,483
-55
-0.4% -$5.24K 0.85% 33
2023
Q1 		$1.31M Buy
13,538
+45
+0.3% +$4.5K 0.86% 34
2022
Q4 		$1.28M Buy
13,493
+730
+6% +$70K 0.88% 34
2022
Q3 		$1.12M Sell
12,763
-350
-3% -$34K 0.85% 33
2022
Q2 		$1.21M Buy
13,113
+850
+7% +$84.5K 0.85% 35
2022
Q1 		$1.32M Sell
12,263
-850
-6% -$91.7K 0.79% 37
2021
Q4 		$1.5M Buy
13,113
+410
+3% +$46.7K 0.87% 37
2021
Q3 		$1.39M Hold
12,703
– – 0.87% 37
2021
Q2 		$1.44M Sell
12,703
-25
-0.2% -$2.79K 0.9% 37
2021
Q1 		$1.38M Buy
12,728
+249
+2% +$26.1K 0.92% 36
2020
Q4 		$1.15M Buy
12,479
+86
+0.7% +$7.07K 0.83% 38
2020
Q3 		$870K Sell
12,393
-25
-0.2% -$1.79K 0.75% 37
2020
Q2 		$848K Sell
12,418
-660
-5% -$41.7K 0.77% 39
2020
Q1 		$733K Sell
13,078
-16
-0.1% -$1.19K 0.77% 38
2019
Q4 		$1.1M Buy
+13,094
New +$1.05M 0.94% 35

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

Arbor Trust Wealth Advisors's IJR Position: Q2 2026 in Review

Arbor Trust Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q2 2026, buying an estimated $274 and bringing the position to 12,313 shares worth $1.83M. The position accounts for 0.74% of the portfolio, ranked #39.

Arbor Trust Wealth Advisors first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Arbor Trust Wealth Advisors held 12,313 shares of iShares Core S&P Small-Cap ETF worth $1.83M as of Q2 2026.
  • Arbor Trust Wealth Advisors bought 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
  • iShares Core S&P Small-Cap ETF made up 0.74% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Arbor Trust Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.