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

GM Advisory Group’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	$957K	Buy	7,698 +1,893	+33%	+$240K	0.04%	171
2025 Q4	$698K	Buy	5,805 +1,754	+43%	+$210K	0.03%	188
2025 Q3	$481K	Buy	4,051 +77	+2%	+$8.86K	0.02%	196
2025 Q2	$434K	Buy	3,974 +812	+26%	+$83.9K	0.02%	209
2025 Q1	$331K	Buy	3,162 +295	+10%	+$33.3K	0.02%	205
2024 Q4	$330K	Buy	2,867 +270	+10%	+$32.3K	0.02%	199
2024 Q3	$304K	Buy	2,597 +9	+0.3%	+$1.02K	0.02%	199
2024 Q2	$276K	Buy	2,588 +396	+18%	+$42.4K	0.02%	192
2024 Q1	$242K	Buy	2,192 +6	+0.3%	+$637	0.02%	200
2023 Q4	$237K	Buy	2,186 +13	+0.6%	+$1.25K	0.02%	188
2023 Q3	$205K	Sell	2,173 -1,756	-45%	-$175K	0.02%	182
2023 Q2	$392K	Buy	+3,929	New	+$374K	0.03%	143
2022 Q4	–	Sell	-4,921	Closed	-$429K	–	177
2022 Q3	$429K	Buy	4,921 +1,548	+46%	+$150K	0.05%	126
2022 Q2	$312K	Hold	3,373	–	–	0.05%	139
2022 Q1	$364K	Sell	3,373 -210	-6%	-$22.7K	0.04%	144
2021 Q4	$410K	Buy	3,583 +317	+10%	+$36.1K	0.04%	142
2021 Q3	$357K	Hold	3,266	–	–	0.04%	149
2021 Q2	$369K	Hold	3,266	–	–	0.04%	148
2021 Q1	$354K	Hold	3,266	–	–	0.04%	144
2020 Q4	$300K	Buy	+3,266	New	+$268K	0.04%	138

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

GM Advisory Group's IJR Position: Q1 2026 in Review

GM Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 33% in Q1 2026, buying an estimated $240K and bringing the position to 7,698 shares worth $957K. The position accounts for 0.04% of the portfolio, ranked #171.

GM Advisory Group first reported a position in IJR in Q4 2020 and has held it in 20 quarters since. 2,754 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

GM Advisory Group held 7,698 shares of iShares Core S&P Small-Cap ETF worth $957K as of Q1 2026.
GM Advisory Group bought 1,893 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $240K.
iShares Core S&P Small-Cap ETF made up 0.04% of GM Advisory Group's portfolio in Q1 2026, its #171 holding.
GM Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 20 quarters since.
2,754 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.