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

Guidance Point 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 Q1	$15.7M	Buy	126,226 +1,644	+1%	+$209K	3.72%	6
2025 Q4	$15M	Buy	124,582 +986	+0.8%	+$118K	3.47%	6
2025 Q3	$14.7M	Sell	123,596 -5,785	-4%	-$665K	3.54%	6
2025 Q2	$14.1M	Sell	129,381 -8,800	-6%	-$910K	3.63%	6
2025 Q1	$14.5M	Sell	138,181 -2,747	-2%	-$310K	4.12%	6
2024 Q4	$16.2M	Buy	140,928 +4,073	+3%	+$487K	4.56%	5
2024 Q3	$16M	Buy	136,855 +2,210	+2%	+$250K	4.67%	5
2024 Q2	$14.4M	Buy	134,645 +12,872	+11%	+$1.38M	4.49%	5
2024 Q1	$13.5M	Buy	121,773 +787	+0.7%	+$83.6K	4.39%	5
2023 Q4	$13.1M	Sell	120,986 -5,787	-5%	-$558K	4.85%	5
2023 Q3	$12M	Sell	126,773 -6,379	-5%	-$637K	4.87%	5
2023 Q2	$13.3M	Buy	133,152 +4,644	+4%	+$442K	5.1%	5
2023 Q1	$12.4M	Sell	128,508 -385	-0.3%	-$38.5K	5.01%	4
2022 Q4	$12.2M	Buy	128,893 +8,167	+7%	+$783K	5.16%	4
2022 Q3	$10.5M	Buy	120,726 +2,468	+2%	+$240K	4.81%	4
2022 Q2	$10.9M	Buy	118,258 +5,443	+5%	+$541K	4.72%	5
2022 Q1	$12.3M	Buy	112,815 +5,694	+5%	+$614K	4.64%	5
2021 Q4	$12.3M	Buy	107,121 +2,267	+2%	+$258K	4.46%	6
2021 Q3	$11.4M	Buy	104,854 +4,746	+5%	+$523K	4.18%	6
2021 Q2	$11.3M	Buy	100,108 +2,635	+3%	+$294K	4.39%	5
2021 Q1	$10.6M	Sell	97,473 -5,005	-5%	-$524K	4.39%	5
2020 Q4	$9.42M	Buy	102,478 +43	+0%	+$3.53K	4.33%	5
2020 Q3	$7.19M	Sell	102,435 -7,704	-7%	-$552K	3.97%	6
2020 Q2	$7.52M	Sell	110,139 -4,537	-4%	-$286K	4.18%	6
2020 Q1	$6.43M	Sell	114,676 -583	-0.5%	-$43.4K	4.19%	6
2019 Q4	$9.66M	Buy	115,259 +1,054	+0.9%	+$84.8K	4.72%	5
2019 Q3	$8.9M	Sell	114,205 -414	-0.4%	-$32.1K	4.88%	5
2019 Q2	$8.97M	Buy	114,619 +648	+0.6%	+$50.3K	5.07%	5
2019 Q1	$8.79M	Sell	113,971 -516	-0.5%	-$39.6K	5.19%	4
2018 Q4	$7.88M	Buy	+114,487	New	+$8.85M	5.12%	5

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guidance Point Advisors's IJR Position: Q1 2026 in Review

Guidance Point Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q1 2026, buying an estimated $209K and bringing the position to 126,226 shares worth $15.7M. The position accounts for 3.72% of the portfolio, ranked #6.

Guidance Point Advisors first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.2M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Guidance Point Advisors held 126,226 shares of iShares Core S&P Small-Cap ETF worth $15.7M as of Q1 2026.
Guidance Point Advisors bought 1,644 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $209K.
iShares Core S&P Small-Cap ETF made up 3.72% of Guidance Point Advisors's portfolio in Q1 2026, its #6 holding.
Guidance Point Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Guidance Point Advisors's iShares Core S&P Small-Cap ETF position peaked at $16.2M in Q4 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.