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

Arbor 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	$469K	Hold	3,164	–	–	0.29%	43
2026 Q1	$393K	Hold	3,164	–	–	0.28%	45
2025 Q4	$380K	Hold	3,164	–	–	0.27%	47
2025 Q3	$376K	Hold	3,164	–	–	0.28%	45
2025 Q2	$346K	Hold	3,164	–	–	0.28%	43
2025 Q1	$331K	Hold	3,164	–	–	0.3%	42
2024 Q4	$365K	Sell	3,164 -660	-17%	-$78.9K	0.32%	41
2024 Q3	$447K	Hold	3,824	–	–	0.4%	33
2024 Q2	$408K	Hold	3,824	–	–	0.4%	34
2024 Q1	$423K	Sell	3,824 -470	-11%	-$49.9K	0.4%	35
2023 Q4	$465K	Buy	+4,294	New	+$414K	0.48%	31

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

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

Arbor Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,164 shares worth $469K. The position accounts for 0.29% of the portfolio, ranked #43.

Arbor Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Arbor Wealth Advisors held 3,164 shares of iShares Core S&P Small-Cap ETF worth $469K as of Q2 2026.
Arbor Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.29% of Arbor Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Arbor Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 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 Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.