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

Avantax Advisory Services’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
2025 Q2	$106M	Buy	974,377 +49,982	+5%	+$5.17M	0.59%	22
2025 Q1	$96.7M	Buy	924,395 +15,738	+2%	+$1.78M	0.59%	23
2024 Q4	$105M	Buy	908,657 +4,301	+0.5%	+$514K	0.66%	20
2024 Q3	$106M	Buy	904,356 +7,486	+0.8%	+$846K	0.69%	19
2024 Q2	$95.7M	Buy	896,870 +188,070	+27%	+$20.1M	0.68%	18
2024 Q1	$78.3M	Buy	708,800 +9,124	+1%	+$969K	0.7%	17
2023 Q4	$75.7M	Sell	699,676 -3,011	-0.4%	-$290K	0.75%	17
2023 Q3	$66.3M	Buy	702,687 +86,922	+14%	+$8.68M	0.74%	17
2023 Q2	$61.4M	Buy	615,765 +34,888	+6%	+$3.32M	0.7%	19
2023 Q1	$56.2M	Buy	580,877 +15,597	+3%	+$1.56M	0.69%	19
2022 Q4	$53.5M	Buy	565,280 +16,971	+3%	+$1.63M	0.71%	19
2022 Q3	$47.8M	Buy	548,309 +48,690	+10%	+$4.73M	0.73%	19
2022 Q2	$46.2M	Buy	499,619 +32,920	+7%	+$3.27M	0.7%	19
2022 Q1	$50.8M	Buy	466,699 +60,201	+15%	+$6.5M	0.7%	20
2021 Q4	$46.6M	Buy	406,498 +31,957	+9%	+$3.64M	0.7%	21
2021 Q3	$41.2M	Buy	374,541 +38,219	+11%	+$4.21M	0.69%	21
2021 Q2	$38.1M	Buy	336,322 +32,620	+11%	+$3.64M	0.69%	21
2021 Q1	$33M	Sell	303,702 -81,758	-21%	-$8.56M	0.71%	21
2020 Q4	$35.4M	Sell	385,460 -232,969	-38%	-$19.1M	0.84%	19
2020 Q3	$43.5M	Buy	618,429 +253,179	+69%	+$18.1M	0.7%	23
2020 Q2	$25M	Buy	365,250 +35,344	+11%	+$2.23M	0.72%	22
2020 Q1	$18.6M	Sell	329,906 -28,786	-8%	-$2.14M	0.55%	24
2019 Q4	$30.2M	Buy	358,692 +240,618	+204%	+$19.4M	0.7%	20
2019 Q3	$9.18M	Buy	118,074 +24,823	+27%	+$1.92M	0.37%	38
2019 Q2	$7.3M	Buy	93,251 +20,170	+28%	+$1.57M	0.32%	43
2019 Q1	$5.64M	Buy	73,081 +25,773	+54%	+$1.98M	0.3%	37
2018 Q4	$3.27M	Buy	+47,308	New	+$3.66M	0.55%	41

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's IJR Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.4% in Q2 2025, buying an estimated $5.17M and bringing the position to 974,377 shares worth $106M. The position accounts for 0.59% of the portfolio, ranked #22.

Avantax Advisory Services first reported a position in IJR in Q4 2018 and has held it in 27 quarters since. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Avantax Advisory Services held 974,377 shares of iShares Core S&P Small-Cap ETF worth $106M as of Q2 2025.
Avantax Advisory Services bought 49,982 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $5.17M.
iShares Core S&P Small-Cap ETF made up 0.59% of Avantax Advisory Services's portfolio in Q2 2025, its #22 holding.
Avantax Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.