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

Fifth Third 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	$44.2M	Buy	297,951 +3,655	+1%	+$502K	1.24%	13
2026 Q1	$36.6M	Buy	294,296 +1,113	+0.4%	+$141K	1.24%	13
2025 Q4	$35.2M	Sell	293,183 -14,658	-5%	-$1.75M	1.24%	14
2025 Q3	$36.6M	Buy	307,841 +3,196	+1%	+$368K	1.35%	14
2025 Q2	$33.3M	Sell	304,645 -49,368	-14%	-$5.1M	1.4%	12
2025 Q1	$37M	Buy	354,013 +49,597	+16%	+$5.6M	1.92%	9
2024 Q4	$35.1M	Buy	304,416 +44,766	+17%	+$5.35M	1.9%	9
2024 Q3	$30.4M	Buy	259,650 +44,223	+21%	+$5M	1.86%	9
2024 Q2	$23M	Buy	215,427 +40,547	+23%	+$4.34M	1.74%	10
2024 Q1	$19.3M	Buy	174,880 +94,249	+117%	+$10M	3.01%	6
2023 Q4	$8.73M	Buy	80,631 +6,671	+9%	+$643K	2.83%	8
2023 Q3	$6.98M	Buy	73,960 +32,781	+80%	+$3.27M	2.82%	7
2023 Q2	$4.1M	Buy	41,179 +30,504	+286%	+$2.9M	2.65%	5
2023 Q1	$1.03M	Buy	+10,675	New	+$1.07M	1.91%	14

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Fifth Third Wealth Advisors's IJR Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, buying an estimated $502K and bringing the position to 297,951 shares worth $44.2M. The position accounts for 1.24% of the portfolio, ranked #13.

Fifth Third Wealth Advisors first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Fifth Third Wealth Advisors held 297,951 shares of iShares Core S&P Small-Cap ETF worth $44.2M as of Q2 2026.
Fifth Third Wealth Advisors bought 3,655 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $502K.
iShares Core S&P Small-Cap ETF made up 1.24% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Fifth Third Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.