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

Inspire 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 Q2	$3.36M	Buy	22,679 +3,162	+16%	+$434K	0.23%	55
2026 Q1	$2.43M	Sell	19,517 -1,708	-8%	-$217K	0.2%	86
2025 Q4	$2.55M	Buy	21,225 +2,413	+13%	+$289K	0.23%	78
2025 Q3	$2.24M	Sell	18,812 -313	-2%	-$36K	0.21%	82
2025 Q2	$2.09M	Buy	19,125 +2,760	+17%	+$285K	0.22%	80
2025 Q1	$1.71M	Buy	16,365 +4,652	+40%	+$525K	0.2%	83
2024 Q4	$1.35M	Buy	11,713 +547	+5%	+$65.4K	0.17%	89
2024 Q3	$1.31M	Buy	11,166 +1,556	+16%	+$176K	0.16%	97
2024 Q2	$1.03M	Buy	9,610 +5,961	+163%	+$638K	0.14%	99
2024 Q1	$403K	Sell	3,649 -90	-2%	-$9.56K	0.06%	231
2023 Q4	$405K	Buy	3,739 +10	+0.3%	+$964	0.06%	218
2023 Q3	$352K	Sell	3,729 -105	-3%	-$10.5K	0.06%	173
2023 Q2	$382K	Buy	3,834 +246	+7%	+$23.4K	0.07%	128
2023 Q1	$347K	Buy	3,588 +335	+10%	+$33.5K	0.08%	98
2022 Q4	$308K	Sell	3,253 -1,674	-34%	-$161K	0.08%	94
2022 Q3	$430K	Buy	4,927 +265	+6%	+$25.7K	0.12%	30
2022 Q2	$431K	Buy	4,662 +142	+3%	+$14.1K	0.12%	27
2022 Q1	$488K	Buy	4,520 +1,039	+30%	+$112K	0.14%	29
2021 Q4	$399K	Buy	+3,481	New	+$397K	0.11%	37
2021 Q1	–	Sell	-124	Closed	-$11K	–	385
2020 Q4	$11K	Buy	+124	New	+$10.2K	﹤0.01%	502

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 22.96% 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

Inspire Advisors's IJR Position: Q2 2026 in Review

Inspire Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 16% in Q2 2026, buying an estimated $434K and bringing the position to 22,679 shares worth $3.36M. The position accounts for 0.23% of the portfolio, ranked #55.

Inspire Advisors first reported a position in IJR in Q4 2020 and has held it in 20 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Inspire Advisors held 22,679 shares of iShares Core S&P Small-Cap ETF worth $3.36M as of Q2 2026.
Inspire Advisors bought 3,162 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $434K.
iShares Core S&P Small-Cap ETF made up 0.23% of Inspire Advisors's portfolio in Q2 2026, its #55 holding.
Inspire Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 20 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.