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

Inspirion Wealth 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	$270K	Buy	1,831 +18	+1%	+$2.47K	0.03%	148
2026 Q1	$225K	Hold	1,813	–	–	0.03%	154
2025 Q4	$218K	Hold	1,813	–	–	0.03%	156
2025 Q3	$212K	Buy	+1,813	New	+$209K	0.03%	146
2025 Q1	–	Sell	-1,813	Closed	-$209K	–	164
2024 Q4	$209K	Hold	1,813	–	–	0.03%	140
2024 Q3	$212K	Buy	+1,813	New	+$205K	0.03%	147
2024 Q2	–	Sell	-1,813	Closed	-$200K	–	152
2024 Q1	$200K	Buy	+1,813	New	+$193K	0.03%	143
2023 Q2	–	Sell	-2,114	Closed	-$204K	–	144
2023 Q1	$204K	Buy	+2,114	New	+$211K	0.04%	135

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

Inspirion Wealth Advisors's IJR Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.99% in Q2 2026, buying an estimated $2.47K and bringing the position to 1,831 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #148.

Inspirion Wealth Advisors first reported a position in IJR in Q1 2023 and has held it in 8 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Inspirion Wealth Advisors held 1,831 shares of iShares Core S&P Small-Cap ETF worth $270K as of Q2 2026.
Inspirion Wealth Advisors bought 18 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.47K.
iShares Core S&P Small-Cap ETF made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #148 holding.
Inspirion Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 8 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.