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Independent Advisor Alliance’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-8
Closed -$18K – 621
2020
Q4 		$18K Buy
+8
New +$657 ﹤0.01% 548

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Advisor Alliance's IJR Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3,810% in Q1 2026, buying an estimated $55M and bringing the position to 444,630 shares worth $55.3M. The position accounts for 0.59% of the portfolio, ranked #34.

Independent Advisor Alliance first reported a position in IJR in Q1 2017 and has held it in 32 quarters since. 2,743 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Independent Advisor Alliance held 444,630 shares of iShares Core S&P Small-Cap ETF worth $55.3M as of Q1 2026.
  • Independent Advisor Alliance bought 433,258 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $55M.
  • iShares Core S&P Small-Cap ETF made up 0.59% of Independent Advisor Alliance's portfolio in Q1 2026, its #34 holding.
  • Independent Advisor Alliance first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 32 quarters since.
  • 2,743 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.