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

Garton & Associates Financial 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
Q1 		– Sell
-1,099
Closed -$132K – 391
2025
Q4 		$132K Buy
+1,099
New +$131K 0.07% 188

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Garton & Associates Financial Advisors's IJR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 1,099 shares — an estimated $132K sold.

Garton & Associates Financial Advisors first reported a position in IJR in Q4 2025 and held it in 1 quarter. The position peaked at $132K in Q4 2025. 2,747 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,099 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $132K.
  • Garton & Associates Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $132K in Q4 2025.
  • 2,747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.