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Carson Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Carson Advisory’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 		$773K Buy
5,212
+122
+2% +$16.7K 0.36% 65
2026
Q1 		$633K Sell
5,090
-64
-1% -$8.13K 0.33% 72
2025
Q4 		$619K Buy
5,154
+40
+0.8% +$4.78K 0.32% 74
2025
Q3 		$608K Sell
5,114
-699
-12% -$80.4K 0.33% 70
2025
Q2 		$635K Sell
5,813
-897
-13% -$92.7K 0.4% 63
2025
Q1 		$702K Sell
6,710
-230
-3% -$26K 0.47% 59
2024
Q4 		$800K Buy
6,940
+3,855
+125% +$461K 0.56% 54
2024
Q3 		$361K Buy
3,085
+299
+11% +$33.8K 0.23% 109
2024
Q2 		$297K Sell
2,786
-2
-0.1% -$214 0.21% 113
2024
Q1 		$308K Buy
2,788
+602
+28% +$63.9K 0.22% 116
2023
Q4 		$237K Sell
2,186
-96
-4% -$9.25K 0.18% 132
2023
Q3 		$215K Buy
2,282
+199
+10% +$19.9K 0.19% 139
2023
Q2 		$208K Sell
2,083
-244
-10% -$23.2K 0.18% 146
2023
Q1 		$225K Buy
2,327
+79
+4% +$7.9K 0.2% 126
2022
Q4 		$213K Buy
+2,248
New +$216K 0.2% 121
2022
Q3 		– Sell
-2,294
Closed -$212K – 128
2022
Q2 		$212K Buy
2,294
+41
+2% +$4.08K 0.24% 110
2022
Q1 		$243K Buy
2,253
+3
+0.1% +$324 0.24% 106
2021
Q4 		$258K Buy
+2,250
New +$256K 0.26% 101

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carson Advisory's IJR Position: Q2 2026 in Review

Carson Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, buying an estimated $16.7K and bringing the position to 5,212 shares worth $773K. The position accounts for 0.36% of the portfolio, ranked #65.

Carson Advisory first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $800K in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Carson Advisory held 5,212 shares of iShares Core S&P Small-Cap ETF worth $773K as of Q2 2026.
  • Carson Advisory bought 122 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.7K.
  • iShares Core S&P Small-Cap ETF made up 0.36% of Carson Advisory's portfolio in Q2 2026, its #65 holding.
  • Carson Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's iShares Core S&P Small-Cap ETF position peaked at $800K in Q4 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.