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

Droms Strauss 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	$854K	Buy	5,760 +4	+0.1%	+$549	0.19%	45
2026 Q1	$715K	Buy	5,756 +2	+0%	+$254	0.19%	45
2025 Q4	$691K	Sell	5,754 -129	-2%	-$15.4K	0.18%	45
2025 Q3	$699K	Sell	5,883 -157	-3%	-$18.1K	0.2%	44
2025 Q2	$660K	Buy	6,040 +5	+0.1%	+$517	0.2%	43
2025 Q1	$631K	Buy	6,035 +4	+0.1%	+$451	0.22%	42
2024 Q4	$695K	Buy	6,031 +12	+0.2%	+$1.43K	0.23%	43
2024 Q3	$704K	Sell	6,019 -85	-1%	-$9.6K	0.25%	39
2024 Q2	$651K	Sell	6,104 -63	-1%	-$6.74K	0.24%	40
2024 Q1	$682K	Buy	6,167 +206	+3%	+$21.9K	0.25%	39
2023 Q4	$645K	Buy	5,961 +10	+0.2%	+$964	0.25%	46
2023 Q3	$561K	Hold	5,951	–	–	0.24%	41
2023 Q2	$588K	Buy	5,951 +4	+0.1%	+$381	0.25%	41
2023 Q1	$575K	Buy	5,947 +5	+0.1%	+$500	0.26%	40
2022 Q4	$563K	Buy	5,942 +80	+1%	+$7.67K	0.26%	41
2022 Q3	$512K	Sell	5,862 -243	-4%	-$23.6K	0.25%	40
2022 Q2	$564K	Buy	6,105 +6	+0.1%	+$597	0.28%	37
2022 Q1	$665K	Sell	6,099 -230	-4%	-$24.8K	0.33%	22
2021 Q4	$725K	Sell	6,329 -18	-0.3%	-$2.05K	0.32%	27
2021 Q3	$693K	Buy	6,347 +16	+0.3%	+$1.76K	0.33%	26
2021 Q2	$713K	Buy	6,331 +3,458	+120%	+$386K	0.34%	26
2021 Q1	$311K	Sell	2,873 -227	-7%	-$23.8K	0.15%	38
2020 Q4	$286K	Buy	3,100 +207	+7%	+$17K	0.17%	35
2020 Q3	$202K	Sell	2,893 -201	-6%	-$14.4K	0.12%	46
2020 Q2	$210K	Sell	3,094 -4,119	-57%	-$260K	0.14%	38
2020 Q1	$405K	Sell	7,213 -83	-1%	-$6.18K	0.34%	29
2019 Q4	$611K	Sell	7,296 -77	-1%	-$6.2K	0.45%	26
2019 Q3	$574K	Hold	7,373	–	–	0.46%	22
2019 Q2	$576K	Buy	7,373 +4,133	+128%	+$321K	0.43%	29
2019 Q1	$250K	Sell	3,240 -29	-0.9%	-$2.23K	0.19%	40
2018 Q4	$227K	Buy	+3,269	New	+$253K	0.21%	31

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

Droms Strauss Advisors's IJR Position: Q2 2026 in Review

Droms Strauss Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.07% in Q2 2026, buying an estimated $549 and bringing the position to 5,760 shares worth $854K. The position accounts for 0.19% of the portfolio, ranked #45.

Droms Strauss Advisors first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Droms Strauss Advisors held 5,760 shares of iShares Core S&P Small-Cap ETF worth $854K as of Q2 2026.
Droms Strauss Advisors bought 4 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $549.
iShares Core S&P Small-Cap ETF made up 0.19% of Droms Strauss Advisors's portfolio in Q2 2026, its #45 holding.
Droms Strauss Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.