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

Crux 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	$525K	Buy	3,538 +10	+0.3%	+$1.37K	0.18%	118
2026 Q1	$439K	Buy	3,528 +6	+0.2%	+$762	0.17%	122
2025 Q4	$423K	Buy	3,522 +16	+0.5%	+$1.91K	0.16%	121
2025 Q3	$417K	Sell	3,506 -142	-4%	-$16.3K	0.17%	124
2025 Q2	$399K	Sell	3,648 -13	-0.4%	-$1.34K	0.17%	123
2025 Q1	$383K	Sell	3,661 -26	-0.7%	-$2.93K	0.2%	125
2024 Q4	$425K	Buy	+3,687	New	+$440K	0.24%	105

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

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

Crux Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.28% in Q2 2026, buying an estimated $1.37K and bringing the position to 3,538 shares worth $525K. The position accounts for 0.18% of the portfolio, ranked #118.

Crux Wealth Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Crux Wealth Advisors held 3,538 shares of iShares Core S&P Small-Cap ETF worth $525K as of Q2 2026.
Crux Wealth Advisors bought 10 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.37K.
iShares Core S&P Small-Cap ETF made up 0.18% of Crux Wealth Advisors's portfolio in Q2 2026, its #118 holding.
Crux Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.