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

Atlanta Consulting Group 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	$73.1M	Buy	492,883 +34,204	+7%	+$4.69M	11.59%	1
2026 Q1	$57M	Buy	458,679 +39,494	+9%	+$5.02M	12.25%	1
2025 Q4	$50.4M	Buy	419,185 +8,745	+2%	+$1.05M	11.41%	2
2025 Q3	$48.8M	Buy	410,440 +8,953	+2%	+$1.03M	11.93%	2
2025 Q2	$43.9M	Buy	401,487 +2,574	+0.6%	+$266K	12.01%	3
2025 Q1	$41.7M	Buy	398,913 +211,771	+113%	+$23.9M	12.18%	3
2024 Q4	$21.6M	Sell	187,142 -70,103	-27%	-$8.38M	7.95%	3
2024 Q3	$30.1M	Sell	257,245 -489,360	-66%	-$55.3M	7.47%	2
2024 Q2	$79.6M	Buy	746,605 +443,196	+146%	+$47.4M	17.17%	2
2024 Q1	$33.5M	Buy	+303,409	New	+$32.2M	11.6%	3

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

Atlanta Consulting Group Advisors's IJR Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.5% in Q2 2026, buying an estimated $4.69M and bringing the position to 492,883 shares worth $73.1M. The position accounts for 11.59% of the portfolio, ranked #1.

Atlanta Consulting Group Advisors first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $79.6M in Q2 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Atlanta Consulting Group Advisors held 492,883 shares of iShares Core S&P Small-Cap ETF worth $73.1M as of Q2 2026.
Atlanta Consulting Group Advisors bought 34,204 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.69M.
iShares Core S&P Small-Cap ETF made up 11.59% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #1 holding.
Atlanta Consulting Group Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Atlanta Consulting Group Advisors's iShares Core S&P Small-Cap ETF position peaked at $79.6M in Q2 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.