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

Greenspring 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	$831K	Sell	5,600 -9	-0.2%	-$1.24K	0.05%	151
2026 Q1	$697K	Sell	5,609 -73	-1%	-$9.27K	0.04%	150
2025 Q4	$683K	Buy	+5,682	New	+$680K	0.04%	151
2023 Q2	–	Sell	-6,384	Closed	-$617K	–	98
2023 Q1	$617K	Sell	6,384 -126	-2%	-$12.6K	0.13%	62
2022 Q4	$616K	Buy	6,510 +416	+7%	+$39.9K	0.16%	61
2022 Q3	$531K	Hold	6,094	–	–	0.16%	61
2022 Q2	$562K	Sell	6,094 -317	-5%	-$31.5K	0.17%	57
2022 Q1	$692K	Hold	6,411	–	–	0.18%	47
2021 Q4	$734K	Buy	+6,411	New	+$731K	0.19%	44

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

Greenspring Advisors's IJR Position: Q2 2026 in Review

Greenspring Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.16% in Q2 2026, selling an estimated $1.24K and leaving 5,600 shares worth $831K. The position accounts for 0.05% of the portfolio, ranked #151.

Greenspring Advisors first reported a position in IJR in Q4 2021 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Greenspring Advisors held 5,600 shares of iShares Core S&P Small-Cap ETF worth $831K as of Q2 2026.
Greenspring Advisors sold 9 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24K.
iShares Core S&P Small-Cap ETF made up 0.05% of Greenspring Advisors's portfolio in Q2 2026, its #151 holding.
Greenspring Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.