Ceera Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ceera Investments’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	$408K	Buy	2,752 +13	+0.5%	+$1.78K	0.17%	72
2026 Q1	$340K	Buy	2,739 +305	+13%	+$38.7K	0.15%	68
2025 Q4	$293K	Buy	2,434 +4	+0.2%	+$478	0.11%	71
2025 Q3	$289K	Buy	+2,430	New	+$279K	0.09%	95
2025 Q1	–	Sell	-1,760	Closed	-$203K	–	106
2024 Q4	$203K	Hold	1,760	–	–	0.07%	97
2024 Q3	$206K	Buy	+1,760	New	+$199K	0.08%	99

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 22.9% 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

Ceera Investments's IJR Position: Q2 2026 in Review

Ceera Investments increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.47% in Q2 2026, buying an estimated $1.78K and bringing the position to 2,752 shares worth $408K. The position accounts for 0.17% of the portfolio, ranked #72.

Ceera Investments first reported a position in IJR in Q3 2024 and has held it in 6 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ceera Investments held 2,752 shares of iShares Core S&P Small-Cap ETF worth $408K as of Q2 2026.
Ceera Investments bought 13 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.78K.
iShares Core S&P Small-Cap ETF made up 0.17% of Ceera Investments's portfolio in Q2 2026, its #72 holding.
Ceera Investments first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.