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

Clear Point 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	$634K	Buy	+4,275	New	+$587K	0.56%	49
2026 Q1	–	Sell	-4,039	Closed	-$485K	–	99
2025 Q4	$485K	Sell	4,039 -351	-8%	-$42K	0.38%	81
2025 Q3	$522K	Sell	4,390 -19	-0.4%	-$2.19K	0.41%	75
2025 Q2	$482K	Sell	4,409 -89	-2%	-$9.2K	0.41%	70
2025 Q1	$470K	Sell	4,498 -258	-5%	-$29.1K	0.42%	67
2024 Q4	$548K	Buy	4,756 +65	+1%	+$7.77K	0.47%	64
2024 Q3	$549K	Buy	4,691 +9	+0.2%	+$1.02K	0.42%	63
2024 Q2	$499K	Sell	4,682 -67	-1%	-$7.17K	0.41%	63
2024 Q1	$525K	Buy	4,749 +12	+0.3%	+$1.27K	0.43%	62
2023 Q4	$513K	Buy	+4,737	New	+$457K	0.45%	60

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

Clear Point Advisors's IJR Position: Q2 2026 in Review

Clear Point Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 4,275 shares worth $634K. The stake represents 0.56% of the portfolio and ranks #49 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in IJR as recently as Q4 2025.

Clear Point Advisors first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Clear Point Advisors held 4,275 shares of iShares Core S&P Small-Cap ETF worth $634K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Clear Point Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.56% of Clear Point Advisors's portfolio in Q2 2026, its #49 holding.
Clear Point Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.