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

Integral Investment 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	$828K	Sell	5,584 -125	-2%	-$17.2K	0.18%	83
2026 Q1	$710K	Sell	5,709 -115	-2%	-$14.6K	0.18%	89
2025 Q4	$700K	Buy	5,824 +331	+6%	+$39.6K	0.17%	86
2025 Q3	$653K	Sell	5,493 -650	-11%	-$74.8K	0.18%	90
2025 Q2	$671K	Sell	6,143 -542	-8%	-$56K	0.19%	83
2025 Q1	$699K	Buy	6,685 +809	+14%	+$91.3K	0.22%	80
2024 Q4	$677K	Sell	5,876 -115	-2%	-$13.7K	0.22%	78
2024 Q3	$701K	Buy	5,991 +40	+0.7%	+$4.52K	0.23%	78
2024 Q2	$630K	Buy	5,951 +8	+0.1%	+$856	0.23%	76
2024 Q1	$654K	Buy	+5,943	New	+$631K	0.27%	75

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

Integral Investment Advisors's IJR Position: Q2 2026 in Review

Integral Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q2 2026, selling an estimated $17.2K and leaving 5,584 shares worth $828K. The position accounts for 0.18% of the portfolio, ranked #83.

Integral Investment Advisors first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Integral Investment Advisors held 5,584 shares of iShares Core S&P Small-Cap ETF worth $828K as of Q2 2026.
Integral Investment Advisors sold 125 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $17.2K.
iShares Core S&P Small-Cap ETF made up 0.18% of Integral Investment Advisors's portfolio in Q2 2026, its #83 holding.
Integral Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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