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

Integrated Advisors Network’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	$4.19M	Sell	28,240 -78	-0.3%	-$10.7K	0.19%	124
2026 Q1	$3.52M	Sell	28,318 -32,726	-54%	-$4.16M	0.18%	139
2025 Q4	$7.34M	Sell	61,044 -433	-0.7%	-$51.8K	0.32%	69
2025 Q3	$7.31M	Sell	61,477 -512	-0.8%	-$58.9K	0.31%	75
2025 Q2	$6.77M	Sell	61,989 -736	-1%	-$76.1K	0.31%	80
2025 Q1	$6.56M	Sell	62,725 -5,550	-8%	-$626K	0.33%	71
2024 Q4	$7.87M	Buy	68,275 +2,577	+4%	+$308K	0.38%	55
2024 Q3	$7.68M	Buy	65,698 +405	+0.6%	+$45.8K	0.36%	66
2024 Q2	$6.96M	Buy	65,293 +213	+0.3%	+$22.8K	0.36%	66
2024 Q1	$7.19M	Sell	65,080 -40,467	-38%	-$4.3M	0.37%	67
2023 Q4	$11.4M	Buy	105,547 +695	+0.7%	+$67K	0.65%	23
2023 Q3	$9.89M	Sell	104,852 -1,861	-2%	-$186K	0.6%	29
2023 Q2	$10.6M	Buy	106,713 +429	+0.4%	+$40.8K	0.61%	31
2023 Q1	$10.3M	Buy	106,284 +6,018	+6%	+$602K	0.62%	30
2022 Q4	$9.49M	Sell	100,266 -7,251	-7%	-$695K	0.61%	36
2022 Q3	$9.37M	Buy	107,517 +25,507	+31%	+$2.48M	0.64%	34
2022 Q2	$7.58M	Sell	82,010 -226	-0.3%	-$22.5K	0.49%	44
2022 Q1	$8.87M	Buy	82,236 +6,035	+8%	+$651K	0.52%	40
2021 Q4	$8.73M	Sell	76,201 -4,202	-5%	-$479K	0.51%	41
2021 Q3	$8.78M	Buy	80,403 +2,267	+3%	+$250K	0.58%	35
2021 Q2	$8.83M	Buy	78,136 +20,571	+36%	+$2.29M	0.65%	32
2021 Q1	$6.25M	Buy	57,565 +34,713	+152%	+$3.63M	0.57%	38
2020 Q4	$2.1M	Sell	22,852 -1,009	-4%	-$82.9K	0.23%	125
2020 Q3	$1.68M	Buy	23,861 +3,070	+15%	+$220K	0.21%	125
2020 Q2	$1.42M	Buy	20,791 +17,081	+460%	+$1.08M	0.17%	153
2020 Q1	$208K	Sell	3,710 -2,847	-43%	-$212K	0.04%	345
2019 Q4	$550K	Buy	+6,557	New	+$528K	0.07%	234

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

Integrated Advisors Network's IJR Position: Q2 2026 in Review

Integrated Advisors Network reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.28% in Q2 2026, selling an estimated $10.7K and leaving 28,240 shares worth $4.19M. The position accounts for 0.19% of the portfolio, ranked #124.

Integrated Advisors Network first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.4M in Q4 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Integrated Advisors Network held 28,240 shares of iShares Core S&P Small-Cap ETF worth $4.19M as of Q2 2026.
Integrated Advisors Network sold 78 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $10.7K.
iShares Core S&P Small-Cap ETF made up 0.19% of Integrated Advisors Network's portfolio in Q2 2026, its #124 holding.
Integrated Advisors Network first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Integrated Advisors Network's iShares Core S&P Small-Cap ETF position peaked at $11.4M in Q4 2023.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.