Granite Bay Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Granite Bay Wealth Management’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	$63.3M	Buy	426,566 +254,673	+148%	+$35M	5.83%	2
2026 Q1	$21.4M	Buy	171,893 +4,552	+3%	+$578K	4.54%	6
2025 Q4	$20.1M	Buy	167,341 +6,312	+4%	+$755K	4.84%	5
2025 Q3	$19.1M	Sell	161,029 -63,929	-28%	-$7.35M	4.98%	5
2025 Q2	$24.6M	Buy	224,958 +25,115	+13%	+$2.6M	7.9%	4
2025 Q1	$20.9M	Buy	199,843 +18,821	+10%	+$2.12M	7.26%	4
2024 Q4	$20.9M	Buy	+181,022	New	+$21.6M	7.73%	3
2024 Q3	–	Sell	-99,502	Closed	-$10.6M	–	51
2024 Q2	$10.6M	Buy	99,502 +30,416	+44%	+$3.25M	5.68%	5
2024 Q1	$7.63M	Buy	+69,086	New	+$7.34M	4.34%	5

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

Granite Bay Wealth Management's IJR Position: Q2 2026 in Review

Granite Bay Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 148% in Q2 2026, buying an estimated $35M and bringing the position to 426,566 shares worth $63.3M. The position accounts for 5.83% of the portfolio, ranked #2.

Granite Bay Wealth Management first reported a position in IJR in Q1 2024 and has held it in 9 quarters since. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Granite Bay Wealth Management held 426,566 shares of iShares Core S&P Small-Cap ETF worth $63.3M as of Q2 2026.
Granite Bay Wealth Management bought 254,673 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $35M.
iShares Core S&P Small-Cap ETF made up 5.83% of Granite Bay Wealth Management's portfolio in Q2 2026, its #2 holding.
Granite Bay Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.