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

Arkadios 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	$28.3M	Sell	191,033 -15,108	-7%	-$2.07M	0.43%	43
2026 Q1	$25.6M	Sell	206,141 -3,026	-1%	-$384K	0.42%	46
2025 Q4	$25.1M	Buy	209,167 +62,310	+42%	+$7.45M	0.49%	33
2025 Q3	$17.5M	Buy	146,857 +64,810	+79%	+$7.45M	0.42%	37
2025 Q2	$8.97M	Sell	82,047 -42,809	-34%	-$4.43M	0.26%	72
2025 Q1	$13.1M	Buy	124,856 +53,185	+74%	+$6M	0.49%	36
2024 Q4	$8.26M	Buy	71,671 +9,983	+16%	+$1.19M	0.45%	41
2024 Q3	$7.22M	Buy	61,688 +2,245	+4%	+$254K	0.41%	48
2024 Q2	$6.34M	Buy	59,443 +42,187	+244%	+$4.51M	0.43%	44
2024 Q1	$1.91M	Buy	17,256 +2,562	+17%	+$272K	0.15%	151
2023 Q4	$1.59M	Buy	14,694 +701	+5%	+$67.6K	0.13%	161
2023 Q3	$1.32M	Sell	13,993 -55,900	-80%	-$5.58M	0.13%	173
2023 Q2	$6.96M	Buy	69,893 +2,355	+3%	+$224K	0.81%	23
2023 Q1	$6.53M	Buy	67,538 +5,970	+10%	+$597K	0.78%	24
2022 Q4	$5.83M	Buy	61,568 +12,510	+26%	+$1.2M	0.77%	27
2022 Q3	$4.28M	Buy	49,058 +5,709	+13%	+$555K	0.65%	31
2022 Q2	$4.01M	Buy	43,349 +9,409	+28%	+$936K	0.6%	36
2022 Q1	$3.66M	Buy	33,940 +12,464	+58%	+$1.35M	0.48%	46
2021 Q4	$2.46M	Sell	21,476 -5,032	-19%	-$573K	0.33%	78
2021 Q3	$2.89M	Sell	26,508 -15,445	-37%	-$1.7M	0.42%	58
2021 Q2	$4.74M	Buy	41,953 +8,236	+24%	+$919K	0.58%	28
2021 Q1	$3.66M	Buy	33,717 +28,156	+506%	+$2.95M	0.6%	37
2020 Q4	$511K	Buy	5,561 +4,723	+564%	+$388K	0.11%	198
2020 Q3	$63.6K	Buy	838 +104	+14%	+$7.45K	0.03%	363
2020 Q2	$49.7K	Sell	734 -1,811	-71%	-$114K	0.03%	378
2020 Q1	$143K	Sell	2,545 -338	-12%	-$25.2K	0.09%	185
2019 Q4	$243K	Buy	+2,883	New	+$232K	0.15%	132

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

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

Arkadios Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.3% in Q2 2026, selling an estimated $2.07M and leaving 191,033 shares worth $28.3M. The position accounts for 0.43% of the portfolio, ranked #43.

Arkadios Wealth Advisors first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Arkadios Wealth Advisors held 191,033 shares of iShares Core S&P Small-Cap ETF worth $28.3M as of Q2 2026.
Arkadios Wealth Advisors sold 15,108 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.07M.
iShares Core S&P Small-Cap ETF made up 0.43% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Arkadios 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.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.