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

Arista 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	$274K	Hold	1,848	–	–	0.03%	231
2026 Q1	$230K	Hold	1,848	–	–	0.03%	231
2025 Q4	$222K	Hold	1,848	–	–	0.03%	235
2025 Q3	$220K	Hold	1,848	–	–	0.03%	243
2025 Q2	$202K	Buy	+1,848	New	+$191K	0.03%	234
2025 Q1	–	Sell	-1,828	Closed	-$211K	–	68
2024 Q4	$211K	Hold	1,828	–	–	0.05%	66
2024 Q3	$214K	Buy	+1,828	New	+$207K	0.05%	65
2023 Q3	–	Sell	-2,904	Closed	-$289K	–	57
2023 Q2	$289K	Sell	2,904 -416	-13%	-$39.6K	0.12%	49
2023 Q1	$321K	Buy	3,320 +314	+10%	+$31.4K	0.18%	42
2022 Q4	$284K	Buy	+3,006	New	+$288K	0.18%	51

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

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

Arista Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,848 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #231.

Arista Wealth Management first reported a position in IJR in Q4 2022 and has held it in 10 quarters since. The position peaked at $321K in Q1 2023. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Arista Wealth Management held 1,848 shares of iShares Core S&P Small-Cap ETF worth $274K as of Q2 2026.
Arista Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of Arista Wealth Management's portfolio in Q2 2026, its #231 holding.
Arista Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 10 quarters since.
Arista Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $321K in Q1 2023.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.