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

Ashford 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	$547K	Hold	3,685	–	–	0.11%	19
2026 Q1	$458K	Hold	3,685	–	–	0.11%	19
2025 Q4	$443K	Sell	3,685 -1,977	-35%	-$236K	0.1%	17
2025 Q3	$673K	Buy	5,662 +4,372	+339%	+$503K	0.15%	14
2025 Q2	$548K	Sell	1,290 -2,395	-65%	-$248K	0.13%	15
2025 Q1	$385K	Buy	+3,685	New	+$416K	0.1%	17

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

Ashford Advisors's IJR Position: Q2 2026 in Review

Ashford Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,685 shares worth $547K. The position accounts for 0.11% of the portfolio, ranked #19.

Ashford Advisors first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $673K in Q3 2025. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ashford Advisors held 3,685 shares of iShares Core S&P Small-Cap ETF worth $547K as of Q2 2026.
Ashford Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.11% of Ashford Advisors's portfolio in Q2 2026, its #19 holding.
Ashford Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Ashford Advisors's iShares Core S&P Small-Cap ETF position peaked at $673K in Q3 2025.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ashford Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.