Global Assets Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Global Assets Advisory’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	$237K	Buy	+1,595	New	+$219K	0.05%	297
2024 Q2	–	Sell	-66,072	Closed	-$604K	–	276
2024 Q1	$604K	Buy	+66,072	New	+$7.02M	0.03%	305

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Global Assets Advisory's IJR Position: Q2 2026 in Review

Global Assets Advisory opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,595 shares worth $237K. The stake represents 0.05% of the portfolio and ranks #297 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in IJR as recently as Q1 2024.

Global Assets Advisory first reported a position in IJR in Q1 2024 and has held it in 2 quarters since. The position peaked at $604K in Q1 2024. 1,226 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Global Assets Advisory held 1,595 shares of iShares Core S&P Small-Cap ETF worth $237K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Global Assets Advisory position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of Global Assets Advisory's portfolio in Q2 2026, its #297 holding.
Global Assets Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 2 quarters since.
Global Assets Advisory's iShares Core S&P Small-Cap ETF position peaked at $604K in Q1 2024.
1,226 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.