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

Enclave 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	$7.12M	Buy	48,023 +6,504	+16%	+$893K	0.9%	27
2026 Q1	$5.16M	Sell	41,519 -13,142	-24%	-$1.67M	0.71%	34
2025 Q4	$6.57M	Sell	54,661 -16,474	-23%	-$1.97M	0.93%	30
2025 Q3	$8.45M	Buy	71,135 +16,647	+31%	+$1.91M	1.29%	23
2025 Q2	$5.95M	Sell	54,488 -10,139	-16%	-$1.05M	0.96%	28
2025 Q1	$6.76M	Sell	64,627 -16,183	-20%	-$1.83M	1.15%	25
2024 Q4	$9.31M	Buy	80,810 +8,658	+12%	+$1.03M	1.53%	20
2024 Q3	$8.44M	Buy	+72,152	New	+$8.15M	1.43%	19

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

Enclave Advisors's IJR Position: Q2 2026 in Review

Enclave Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 16% in Q2 2026, buying an estimated $893K and bringing the position to 48,023 shares worth $7.12M. The position accounts for 0.9% of the portfolio, ranked #27.

Enclave Advisors first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.31M in Q4 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Enclave Advisors held 48,023 shares of iShares Core S&P Small-Cap ETF worth $7.12M as of Q2 2026.
Enclave Advisors bought 6,504 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $893K.
iShares Core S&P Small-Cap ETF made up 0.9% of Enclave Advisors's portfolio in Q2 2026, its #27 holding.
Enclave Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's iShares Core S&P Small-Cap ETF position peaked at $9.31M in Q4 2024.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.