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

Great Point Wealth 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 		$1.19M Sell
8,007
-180
-2% -$24.7K 0.19% 40
2026
Q1 		$1.02M Sell
8,187
-105
-1% -$13.3K 0.19% 40
2025
Q4 		$997K Sell
8,292
-1,178
-12% -$141K 0.18% 41
2025
Q3 		$1.13M Buy
+9,470
New +$1.09M 0.21% 39
2025
Q1 		$1.45M Sell
13,832
-1,072
-7% -$121K 0.31% 35
2024
Q4 		$1.72M Sell
14,904
-286
-2% -$34.2K 0.38% 35
2024
Q3 		$1.78M Sell
15,190
-216
-1% -$24.4K 0.38% 36
2024
Q2 		$1.64M Sell
15,406
-353
-2% -$37.8K 0.38% 36
2024
Q1 		$1.74M Sell
15,759
-1,435
-8% -$152K 0.41% 36
2023
Q4 		$1.86M Sell
17,194
-225
-1% -$21.7K 0.48% 36
2023
Q3 		$1.64M Sell
17,419
-277
-2% -$27.7K 0.49% 36
2023
Q2 		$1.76M Buy
17,696
+167
+1% +$15.9K 0.53% 36
2023
Q1 		$1.7M Sell
17,529
-52
-0.3% -$5.2K 0.54% 35
2022
Q4 		$1.66M Sell
17,581
-62
-0.4% -$5.95K 0.56% 35
2022
Q3 		$1.54M Sell
17,643
-23
-0.1% -$2.23K 0.57% 35
2022
Q2 		$1.63M Sell
17,666
-379
-2% -$37.7K 0.58% 33
2022
Q1 		$1.95M Sell
18,045
-116
-0.6% -$12.5K 0.61% 25
2021
Q4 		$2.08M Sell
18,161
-109
-0.6% -$12.4K 0.64% 24
2021
Q3 		$2M Buy
18,270
+1
+0% +$110 0.69% 24
2021
Q2 		$2.06M Sell
18,269
-9
-0% -$1K 0.72% 24
2021
Q1 		$1.98M Sell
18,278
-1,912
-9% -$200K 0.76% 19
2020
Q4 		$1.85M Buy
20,190
+47
+0.2% +$3.86K 0.8% 22
2020
Q3 		$1.38M Hold
20,143
– – 0.71% 21
2020
Q2 		$1.38M Buy
20,143
+77
+0.4% +$4.86K 0.71% 21
2020
Q1 		$1.13M Buy
20,066
+266
+1% +$19.8K 0.94% 22
2019
Q4 		$1.66M Buy
19,800
+1,428
+8% +$115K 1.03% 15
2019
Q3 		$1.43M Buy
18,372
+2,306
+14% +$179K 0.97% 19
2019
Q2 		$1.26M Buy
16,066
+850
+6% +$66K 1.02% 21
2019
Q1 		$1.17M Buy
15,216
+2,012
+15% +$155K 1% 20
2018
Q4 		$915K Buy
+13,204
New +$1.02M 0.87% 22

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Great Point Wealth Advisors's IJR Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q2 2026, selling an estimated $24.7K and leaving 8,007 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #40.

Great Point Wealth Advisors first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.08M in Q4 2021. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Great Point Wealth Advisors held 8,007 shares of iShares Core S&P Small-Cap ETF worth $1.19M as of Q2 2026.
  • Great Point Wealth Advisors sold 180 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $24.7K.
  • iShares Core S&P Small-Cap ETF made up 0.19% of Great Point Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Great Point Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Great Point Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.08M in Q4 2021.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.