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

Astoria Portfolio 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	$207K	Buy	+1,397	New	+$192K	0.03%	341
2025 Q4	–	Sell	-1,682	Closed	-$201K	–	316
2025 Q3	$201K	Sell	1,682 -1,389	-45%	-$160K	0.05%	262
2025 Q2	$345K	Sell	3,071 -2,763	-47%	-$286K	0.1%	169
2025 Q1	$571K	Buy	+5,834	New	+$658K	0.19%	102

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

Astoria Portfolio Advisors's IJR Position: Q2 2026 in Review

Astoria Portfolio Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,397 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #341 among its holdings. This is a return to the name: Astoria Portfolio Advisors previously reported a position in IJR as recently as Q3 2025.

Astoria Portfolio Advisors first reported a position in IJR in Q1 2025 and has held it in 4 quarters since. The position peaked at $571K in Q1 2025. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Astoria Portfolio Advisors held 1,397 shares of iShares Core S&P Small-Cap ETF worth $207K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Astoria Portfolio Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #341 holding.
Astoria Portfolio Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 4 quarters since.
Astoria Portfolio Advisors's iShares Core S&P Small-Cap ETF position peaked at $571K in Q1 2025.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.