B.O.S.S. Retirement Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

B.O.S.S. Retirement 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	$373K	Sell	2,514 -29	-1%	-$3.98K	0.1%	113
2026 Q1	$316K	Buy	2,543 +598	+31%	+$76K	0.1%	126
2025 Q4	$234K	Sell	1,945 -77	-4%	-$9.21K	0.07%	159
2025 Q3	$240K	Sell	2,022 -160	-7%	-$18.4K	0.06%	173
2025 Q2	$238K	Sell	2,182 -203	-9%	-$21K	0.06%	171
2025 Q1	$249K	Sell	2,385 -6	-0.3%	-$677	0.07%	153
2024 Q4	$275K	Buy	+2,391	New	+$286K	0.08%	148

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

B.O.S.S. Retirement Advisors's IJR Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, selling an estimated $3.98K and leaving 2,514 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #113.

B.O.S.S. Retirement Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

B.O.S.S. Retirement Advisors held 2,514 shares of iShares Core S&P Small-Cap ETF worth $373K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 29 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.98K.
iShares Core S&P Small-Cap ETF made up 0.1% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #113 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.