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

BlueSky 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	$2.19M	Sell	14,748 -262	-2%	-$36K	0.25%	45
2026 Q1	$1.87M	Buy	15,010 +218	+1%	+$27.7K	0.24%	45
2025 Q4	$1.78M	Sell	14,792 -469	-3%	-$56.1K	0.23%	37
2025 Q3	$1.81M	Buy	15,261 +69	+0.5%	+$7.94K	0.24%	37
2025 Q2	$1.66M	Sell	15,192 -233	-2%	-$24.1K	0.24%	36
2025 Q1	$1.61M	Sell	15,425 -468	-3%	-$52.8K	0.25%	35
2024 Q4	$1.83M	Sell	15,893 -2,062	-11%	-$246K	0.29%	34
2024 Q3	$2.1M	Sell	17,955 -389	-2%	-$43.9K	0.33%	32
2024 Q2	$1.96M	Sell	18,344 -47	-0.3%	-$5.03K	0.33%	32
2024 Q1	$2.03M	Sell	18,391 -382	-2%	-$40.6K	1.59%	11
2023 Q4	$2.03M	Sell	18,773 -765	-4%	-$73.7K	0.38%	31
2023 Q3	$1.84M	Sell	19,538 -20	-0.1%	-$2K	0.38%	30
2023 Q2	$1.95M	Sell	19,558 -1,764	-8%	-$168K	0.39%	29
2023 Q1	$2.06M	Sell	21,322 -652	-3%	-$65.2K	0.43%	29
2022 Q4	$2.08M	Sell	21,974 -1,455	-6%	-$140K	0.46%	28
2022 Q3	$2.04M	Sell	23,429 -1,167	-5%	-$113K	0.47%	29
2022 Q2	$2.27M	Sell	24,596 -2,336	-9%	-$232K	0.5%	29
2022 Q1	$2.9M	Sell	26,932 -1,608	-6%	-$174K	0.56%	28
2021 Q4	$3.27M	Sell	28,540 -7,862	-22%	-$896K	0.61%	23
2021 Q3	$3.98M	Sell	36,402 -1,094	-3%	-$120K	0.78%	19
2021 Q2	$4.18M	Buy	37,496 +563	+2%	+$62.8K	0.82%	19
2021 Q1	$4.05M	Sell	36,933 -5,864	-14%	-$614K	0.91%	17
2020 Q4	$3.93M	Sell	42,797 -1,471	-3%	-$121K	0.95%	17
2020 Q3	$3.35M	Sell	44,268 -598	-1%	-$42.9K	0.87%	19
2020 Q2	$3.06M	Sell	44,866 -563	-1%	-$35.5K	0.88%	17
2020 Q1	$2.55M	Sell	45,429 -4,245	-9%	-$316K	0.94%	19
2019 Q4	$4.15M	Sell	49,674 -1,465	-3%	-$118K	1.36%	19
2019 Q3	$3.85M	Sell	51,139 -1,503	-3%	-$116K	1.33%	19
2019 Q2	$4.12M	Sell	52,642 -1,924	-4%	-$149K	1.47%	18
2019 Q1	$4.27M	Buy	54,566 +440	+0.8%	+$33.8K	1.54%	18
2018 Q4	$4.03M	Sell	54,126 -535	-1%	-$41.3K	1.58%	18
2018 Q3	$4.56M	Sell	54,661 -1,339	-2%	-$117K	1.73%	17
2018 Q2	$4.67M	Sell	56,000 -5,546	-9%	-$452K	1.79%	17
2018 Q1	$4.74M	Sell	61,546 -1,467	-2%	-$114K	1.82%	18
2017 Q4	$4.84M	Sell	63,013 -1,968	-3%	-$148K	2%	17
2017 Q3	$4.82M	Sell	64,981 -545	-0.8%	-$38.2K	2.08%	17
2017 Q2	$4.59M	Buy	65,526 +701	+1%	+$48.5K	2.12%	17
2017 Q1	$4.48M	Sell	64,825 -6,885	-10%	-$475K	2.14%	17
2016 Q4	$4.93M	Buy	+71,710	New	+$4.62M	2.42%	14

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

BlueSky Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.7% in Q2 2026, selling an estimated $36K and leaving 14,748 shares worth $2.19M. The position accounts for 0.25% of the portfolio, ranked #45.

BlueSky Wealth Advisors first reported a position in IJR in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.93M in Q4 2016. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

BlueSky Wealth Advisors held 14,748 shares of iShares Core S&P Small-Cap ETF worth $2.19M as of Q2 2026.
BlueSky Wealth Advisors sold 262 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $36K.
iShares Core S&P Small-Cap ETF made up 0.25% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #45 holding.
BlueSky Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
BlueSky Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.93M in Q4 2016.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.