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Harmony Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Harmony Asset 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 		$5.53M Buy
37,313
+5,477
+17% +$752K 1.49% 14
2026
Q1 		$3.96M Buy
31,836
+17,483
+122% +$2.22M 1.21% 15
2025
Q4 		$1.72M Sell
14,353
-1,293
-8% -$155K 0.58% 42
2025
Q3 		$1.86M Buy
15,646
+837
+6% +$96.3K 0.64% 45
2025
Q2 		$1.62M Sell
14,809
-5,363
-27% -$554K 0.61% 43
2025
Q1 		$2.11M Sell
20,172
-1,497
-7% -$169K 0.89% 30
2024
Q4 		$2.5M Sell
21,669
-656
-3% -$78.4K 0.99% 29
2024
Q3 		$2.61M Buy
22,325
+13,640
+157% +$1.54M 0.96% 28
2024
Q2 		$926K Buy
8,685
+651
+8% +$69.7K 0.39% 58
2024
Q1 		$888K Buy
8,034
+192
+2% +$20.4K 0.37% 71
2023
Q4 		$849K Buy
+7,842
New +$756K 0.36% 72

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

Harmony Asset Management's IJR Position: Q2 2026 in Review

Harmony Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q2 2026, buying an estimated $752K and bringing the position to 37,313 shares worth $5.53M. The position accounts for 1.49% of the portfolio, ranked #14.

Harmony Asset Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Harmony Asset Management held 37,313 shares of iShares Core S&P Small-Cap ETF worth $5.53M as of Q2 2026.
  • Harmony Asset Management bought 5,477 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $752K.
  • iShares Core S&P Small-Cap ETF made up 1.49% of Harmony Asset Management's portfolio in Q2 2026, its #14 holding.
  • Harmony Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.