Armstrong Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Armstrong Advisory Group’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	$809K	Buy	5,456 +1	+0%	+$137	0.05%	112
2026 Q1	$678K	Sell	5,455 -160	-3%	-$20.3K	0.05%	116
2025 Q4	$675K	Buy	5,615 +3	+0.1%	+$359	0.05%	114
2025 Q3	$667K	Buy	5,612 +1	+0%	+$115	0.05%	110
2025 Q2	$613K	Sell	5,611 -451	-7%	-$46.6K	0.05%	106
2025 Q1	$699K	Hold	6,062	–	–	0.06%	91
2024 Q4	$699K	Buy	6,062 +4	+0.1%	+$478	0.06%	91
2024 Q3	$709K	Sell	6,058 -194	-3%	-$21.9K	0.06%	85
2024 Q2	$667K	Buy	6,252 +466	+8%	+$49.9K	0.06%	86
2024 Q1	$626K	Hold	5,786	–	–	0.06%	78
2023 Q4	$626K	Hold	5,786	–	–	0.06%	78
2023 Q3	$546K	Buy	5,786 +491	+9%	+$49K	0.06%	79
2023 Q2	$528K	Hold	5,295	–	–	0.06%	87
2023 Q1	$512K	Hold	5,295	–	–	0.06%	86
2022 Q4	$501K	Buy	+5,295	New	+$508K	0.07%	91

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

Armstrong Advisory Group's IJR Position: Q2 2026 in Review

Armstrong Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q2 2026, buying an estimated $137 and bringing the position to 5,456 shares worth $809K. The position accounts for 0.05% of the portfolio, ranked #112.

Armstrong Advisory Group first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Armstrong Advisory Group held 5,456 shares of iShares Core S&P Small-Cap ETF worth $809K as of Q2 2026.
Armstrong Advisory Group bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.05% of Armstrong Advisory Group's portfolio in Q2 2026, its #112 holding.
Armstrong Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.