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

Archvest 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	$244K	Hold	1,643	–	–	0.14%	69
2026 Q1	$204K	Buy	+1,643	New	+$209K	0.13%	71
2025 Q2	–	Sell	-3,112	Closed	-$325K	–	62
2025 Q1	$325K	Sell	3,112 -425	-12%	-$48K	0.27%	49
2024 Q4	$408K	Sell	3,537 -368	-9%	-$44K	0.3%	44
2024 Q3	$457K	Buy	3,905 +3	+0.1%	+$339	0.29%	44
2024 Q2	$413K	Sell	3,902 -47	-1%	-$5.03K	0.27%	43
2024 Q1	$432K	Buy	3,949 +2	+0.1%	+$212	0.31%	44
2023 Q4	$427K	Buy	3,947 +6	+0.2%	+$578	0.32%	41
2023 Q3	$372K	Hold	3,941	–	–	0.3%	39
2023 Q2	$393K	Sell	3,941 -179	-4%	-$17K	0.32%	33
2023 Q1	$398K	Sell	4,120 -65	-2%	-$6.5K	0.35%	32
2022 Q4	$396K	Buy	4,185 +1	+0%	+$96	0.39%	32
2022 Q3	$365K	Buy	4,184 +965	+30%	+$93.7K	0.37%	32
2022 Q2	$297K	Sell	3,219 -117	-4%	-$11.6K	0.3%	29
2022 Q1	$360K	Buy	3,336 +1	+0%	+$108	0.32%	29
2021 Q4	$382K	Buy	+3,335	New	+$380K	0.33%	30

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

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

Archvest Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,643 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #69.

Archvest Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 16 quarters since. The position peaked at $457K in Q3 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Archvest Wealth Advisors held 1,643 shares of iShares Core S&P Small-Cap ETF worth $244K as of Q2 2026.
Archvest 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 0.14% of Archvest Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Archvest Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Archvest Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $457K in Q3 2024.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.