Heritage Family Offices’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Heritage Family Offices’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	$225K	Sell	1,515 -728	-32%	-$99.9K	0.09%	203
2026 Q1	$279K	Sell	2,243 -28	-1%	-$3.56K	0.12%	154
2025 Q4	$273K	Sell	2,271 -332	-13%	-$39.7K	0.12%	154
2025 Q3	$309K	Sell	2,603 -334	-11%	-$38.4K	0.14%	128
2025 Q2	$305K	Hold	2,937	–	–	0.15%	123
2025 Q1	$307K	Buy	2,937 +3	+0.1%	+$339	0.16%	121
2024 Q4	$338K	Buy	2,934 +3	+0.1%	+$358	0.17%	116
2024 Q3	$343K	Sell	2,931 -39	-1%	-$4.41K	0.18%	118
2024 Q2	$317K	Buy	+2,970	New	+$318K	0.18%	112

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 22.9% 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

Heritage Family Offices's IJR Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 32% in Q2 2026, selling an estimated $99.9K and leaving 1,515 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #203.

Heritage Family Offices first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. The position peaked at $343K in Q3 2024. 2,852 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Heritage Family Offices held 1,515 shares of iShares Core S&P Small-Cap ETF worth $225K as of Q2 2026.
Heritage Family Offices sold 728 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $99.9K.
iShares Core S&P Small-Cap ETF made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #203 holding.
Heritage Family Offices first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares Core S&P Small-Cap ETF position peaked at $343K in Q3 2024.
2,852 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.