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

ARS Wealth Advisors 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	$391K	Buy	2,636 +3	+0.1%	+$412	0.03%	159
2026 Q1	$327K	Sell	2,633 -393	-13%	-$49.9K	0.03%	152
2025 Q4	$364K	Sell	3,026 -515	-15%	-$61.6K	0.03%	131
2025 Q3	$421K	Sell	3,541 -169	-5%	-$19.4K	0.04%	119
2025 Q2	$405K	Sell	3,710 -99	-3%	-$10.2K	0.05%	115
2025 Q1	$398K	Buy	3,809 +51	+1%	+$5.75K	0.06%	99
2024 Q4	$433K	Sell	3,758 -11	-0.3%	-$1.31K	0.06%	95
2024 Q3	$441K	Buy	3,769 +168	+5%	+$19K	0.05%	106
2024 Q2	$384K	Buy	3,601 +65	+2%	+$6.95K	0.05%	106
2024 Q1	$391K	Buy	+3,536	New	+$375K	0.05%	110

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

ARS Wealth Advisors Group's IJR Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.11% in Q2 2026, buying an estimated $412 and bringing the position to 2,636 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #159.

ARS Wealth Advisors Group first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $441K in Q3 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

ARS Wealth Advisors Group held 2,636 shares of iShares Core S&P Small-Cap ETF worth $391K as of Q2 2026.
ARS Wealth Advisors Group bought 3 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $412.
iShares Core S&P Small-Cap ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #159 holding.
ARS Wealth Advisors Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
ARS Wealth Advisors Group's iShares Core S&P Small-Cap ETF position peaked at $441K in Q3 2024.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.