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

Highland Investment Advisors LLC’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	$362K	Buy	+2,440	New	+$335K	0.16%	51

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Highland Investment Advisors LLC's IJR Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 2,440 shares worth $362K. The stake represents 0.16% of the portfolio and ranks #51 among its holdings.

2,523 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Highland Investment Advisors LLC held 2,440 shares of iShares Core S&P Small-Cap ETF worth $362K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.16% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #51 holding.
2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.