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

BlueChip 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	$1.41M	Hold	9,536	–	–	0.54%	38
2026 Q1	$1.19M	Sell	9,536 -205	-2%	-$26K	0.52%	34
2025 Q4	$1.17M	Buy	9,741 +177	+2%	+$21.2K	0.49%	39
2025 Q3	$1.14M	Sell	9,564 -548	-5%	-$63K	0.49%	42
2025 Q2	$1.11M	Sell	10,112 -67	-0.7%	-$6.93K	0.49%	43
2025 Q1	$1.06M	Hold	10,179	–	–	0.52%	41
2024 Q4	$1.17M	Sell	10,179 -107	-1%	-$12.8K	0.65%	34
2024 Q3	$1.2M	Hold	10,286	–	–	0.63%	39
2024 Q2	$1.1M	Sell	10,286 -1,177	-10%	-$126K	0.65%	37
2024 Q1	$1.27M	Buy	11,463 +413	+4%	+$43.9K	0.82%	30
2023 Q4	$1.2M	Buy	+11,050	New	+$1.06M	0.84%	30

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

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

BlueChip Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 9,536 shares worth $1.41M. The position accounts for 0.54% of the portfolio, ranked #38.

BlueChip Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

BlueChip Wealth Advisors held 9,536 shares of iShares Core S&P Small-Cap ETF worth $1.41M as of Q2 2026.
BlueChip Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.54% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #38 holding.
BlueChip Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.