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

Blue Zone 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	$353K	Buy	2,377 +12	+0.5%	+$1.65K	0.06%	97
2026 Q1	$294K	Buy	2,365 +13	+0.6%	+$1.65K	0.06%	106
2025 Q4	$283K	Sell	2,352 -36	-2%	-$4.3K	0.05%	118
2025 Q3	$284K	Buy	2,388 +17	+0.7%	+$1.96K	0.06%	112
2025 Q2	$259K	Buy	2,371 +69	+3%	+$7.13K	0.06%	96
2025 Q1	$241K	Buy	+2,302	New	+$260K	0.07%	94
2020 Q1	–	Sell	-14,841	Closed	-$1.24M	–	50
2019 Q4	$1.24M	Buy	+14,841	New	+$1.19M	0.8%	22

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

Blue Zone Wealth Advisors's IJR Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.51% in Q2 2026, buying an estimated $1.65K and bringing the position to 2,377 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #97.

Blue Zone Wealth Advisors first reported a position in IJR in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2019. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Blue Zone Wealth Advisors held 2,377 shares of iShares Core S&P Small-Cap ETF worth $353K as of Q2 2026.
Blue Zone Wealth Advisors bought 12 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.65K.
iShares Core S&P Small-Cap ETF made up 0.06% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Blue Zone Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
Blue Zone Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.24M in Q4 2019.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.