Drake & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Drake & Associates’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	$257K	Buy	+1,736	New	+$238K	0.04%	95

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

Drake & Associates's IJR Position: Q2 2026 in Review

Drake & Associates opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,736 shares worth $257K. The stake represents 0.04% of the portfolio and ranks #95 among its holdings.

2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Drake & Associates held 1,736 shares of iShares Core S&P Small-Cap ETF worth $257K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Drake & Associates position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Drake & Associates's portfolio in Q2 2026, its #95 holding.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.