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

Blodgett Wealth 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	$340K	Sell	2,295 -400	-15%	-$54.9K	0.23%	54
2026 Q1	$335K	Hold	2,695	–	–	0.27%	47
2025 Q4	$324K	Buy	2,695 +35	+1%	+$4.19K	0.23%	48
2025 Q3	$316K	Hold	2,660	–	–	0.22%	47
2025 Q2	$291K	Sell	2,660 -60	-2%	-$6.2K	0.23%	49
2025 Q1	$284K	Hold	2,720	–	–	0.24%	49
2024 Q4	$313K	Buy	2,720 +275	+11%	+$32.9K	0.25%	46
2024 Q3	$286K	Buy	2,445 +250	+11%	+$28.2K	0.24%	51
2024 Q2	$234K	Hold	2,195	–	–	0.2%	52
2024 Q1	$243K	Hold	2,195	–	–	0.22%	56
2023 Q4	$238K	Hold	2,195	–	–	0.24%	56
2023 Q3	$207K	Hold	2,195	–	–	0.23%	54
2023 Q2	$219K	Hold	2,195	–	–	0.23%	57
2023 Q1	$212K	Hold	2,195	–	–	0.25%	58
2022 Q4	$208K	Buy	+2,195	New	+$211K	0.25%	59
2022 Q3	–	Sell	-2,890	Closed	-$267K	–	65
2022 Q2	$267K	Sell	2,890 -650	-18%	-$64.6K	0.29%	55
2022 Q1	$382K	Buy	3,540 +100	+3%	+$10.8K	0.32%	53
2021 Q4	$394K	Buy	+3,440	New	+$392K	0.31%	59

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

Blodgett Wealth Advisors's IJR Position: Q2 2026 in Review

Blodgett Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, selling an estimated $54.9K and leaving 2,295 shares worth $340K. The position accounts for 0.23% of the portfolio, ranked #54.

Blodgett Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $394K in Q4 2021. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Blodgett Wealth Advisors held 2,295 shares of iShares Core S&P Small-Cap ETF worth $340K as of Q2 2026.
Blodgett Wealth Advisors sold 400 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $54.9K.
iShares Core S&P Small-Cap ETF made up 0.23% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Blodgett Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Blodgett Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $394K in Q4 2021.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.