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

Goldstein 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	$2.06M	Sell	13,917 -147	-1%	-$20.2K	0.19%	53
2026 Q1	$1.75M	Buy	14,064 +127	+0.9%	+$16.1K	0.19%	52
2025 Q4	$1.67M	Sell	13,937 -700	-5%	-$83.7K	0.19%	53
2025 Q3	$1.74M	Sell	14,637 -424	-3%	-$48.8K	0.21%	52
2025 Q2	$1.65M	Buy	15,061 +390	+3%	+$40.3K	0.22%	45
2025 Q1	$1.53M	Sell	14,671 -731	-5%	-$82.5K	0.22%	43
2024 Q4	$1.77M	Buy	15,402 +582	+4%	+$69.5K	0.26%	39
2024 Q3	$1.73M	Buy	14,820 +46	+0.3%	+$5.2K	0.26%	37
2024 Q2	$1.58M	Buy	14,774 +224	+2%	+$24K	0.26%	39
2024 Q1	$1.61M	Buy	14,550 +819	+6%	+$87K	0.27%	35
2023 Q4	$1.49M	Sell	13,731 -1,508	-10%	-$145K	0.25%	63
2023 Q3	$1.44M	Sell	15,239 -328	-2%	-$32.8K	0.3%	37
2023 Q2	$1.55M	Buy	15,567 +2,764	+22%	+$263K	0.32%	39
2023 Q1	$1.24M	Sell	12,803 -494	-4%	-$49.4K	0.27%	42
2022 Q4	$1.26M	Buy	+13,297	New	+$1.28M	0.3%	40

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 22.96% 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

Goldstein Advisors's IJR Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q2 2026, selling an estimated $20.2K and leaving 13,917 shares worth $2.06M. The position accounts for 0.19% of the portfolio, ranked #53.

Goldstein Advisors first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Goldstein Advisors held 13,917 shares of iShares Core S&P Small-Cap ETF worth $2.06M as of Q2 2026.
Goldstein Advisors sold 147 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $20.2K.
iShares Core S&P Small-Cap ETF made up 0.19% of Goldstein Advisors's portfolio in Q2 2026, its #53 holding.
Goldstein Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.