Garden State Investment Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Garden State Investment Advisory Services’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	$385K	Sell	2,594 -15	-0.6%	-$2.06K	0.07%	217
2026 Q1	$325K	Buy	2,609 +2	+0.1%	+$254	0.07%	214
2025 Q4	$313K	Buy	2,607 +4	+0.2%	+$478	0.07%	222
2025 Q3	$309K	Sell	2,603 -236	-8%	-$27.1K	0.07%	221
2025 Q2	$311K	Sell	2,839 -195	-6%	-$20.2K	0.08%	218
2025 Q1	$318K	Sell	3,034 -5	-0.2%	-$564	0.1%	180
2024 Q4	$351K	Sell	3,039 -14	-0.5%	-$1.67K	0.1%	159
2024 Q3	$358K	Buy	3,053 +164	+6%	+$18.5K	0.11%	153
2024 Q2	$308K	Sell	2,889 -327	-10%	-$35K	0.11%	164
2024 Q1	$352K	Buy	3,216 +1,243	+63%	+$132K	0.13%	148
2023 Q4	$214K	Buy	+1,973	New	+$190K	0.08%	192
2023 Q3	–	Sell	-2,079	Closed	-$207K	–	229
2023 Q2	$207K	Buy	+2,079	New	+$198K	0.08%	195

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 22.9% 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

Garden State Investment Advisory Services's IJR Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.57% in Q2 2026, selling an estimated $2.06K and leaving 2,594 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #217.

Garden State Investment Advisory Services first reported a position in IJR in Q2 2023 and has held it in 12 quarters since. 2,854 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Garden State Investment Advisory Services held 2,594 shares of iShares Core S&P Small-Cap ETF worth $385K as of Q2 2026.
Garden State Investment Advisory Services sold 15 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.06K.
iShares Core S&P Small-Cap ETF made up 0.07% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #217 holding.
Garden State Investment Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
2,854 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.