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

Arkos Global 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	$24.3M	Buy	163,985 +14,859	+10%	+$2.04M	2.88%	11
2026 Q1	$18.5M	Buy	149,126 +8,185	+6%	+$1.04M	2.33%	12
2025 Q4	$16.9M	Buy	140,941 +3,076	+2%	+$368K	2.16%	13
2025 Q3	$16.4M	Buy	137,865 +1,340	+1%	+$154K	2.09%	13
2025 Q2	$14.9M	Buy	136,525 +9,477	+7%	+$980K	2.07%	12
2025 Q1	$13.3M	Buy	127,048 +3,297	+3%	+$372K	1.95%	12
2024 Q4	$14.3M	Buy	123,751 +2,240	+2%	+$268K	2.08%	12
2024 Q3	$14.2M	Buy	121,511 +5,467	+5%	+$618K	2.06%	12
2024 Q2	$12.4M	Buy	116,044 +17,677	+18%	+$1.89M	2%	11
2024 Q1	$10.9M	Buy	98,367 +5,065	+5%	+$538K	1.81%	12
2023 Q4	$10.1M	Buy	93,302 +33,830	+57%	+$3.26M	1.84%	12
2023 Q3	$5.61M	Buy	59,472 +1,684	+3%	+$168K	1.14%	18
2023 Q2	$5.76M	Buy	57,788 +20,135	+53%	+$1.92M	1.11%	17
2023 Q1	$3.64M	Buy	37,653 +17,139	+84%	+$1.71M	0.74%	23
2022 Q4	$1.94M	Buy	20,514 +14,207	+225%	+$1.36M	0.49%	27
2022 Q3	$550K	Buy	6,307 +3,253	+107%	+$316K	0.16%	36
2022 Q2	$282K	Buy	+3,054	New	+$304K	0.08%	69

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

Arkos Global Advisors's IJR Position: Q2 2026 in Review

Arkos Global Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q2 2026, buying an estimated $2.04M and bringing the position to 163,985 shares worth $24.3M. The position accounts for 2.88% of the portfolio, ranked #11.

Arkos Global Advisors first reported a position in IJR in Q2 2022 and has held it in 17 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Arkos Global Advisors held 163,985 shares of iShares Core S&P Small-Cap ETF worth $24.3M as of Q2 2026.
Arkos Global Advisors bought 14,859 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.04M.
iShares Core S&P Small-Cap ETF made up 2.88% of Arkos Global Advisors's portfolio in Q2 2026, its #11 holding.
Arkos Global Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.