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

Integrated Investment Consultants’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	$1.56M	Sell	10,546 -35	-0.3%	-$4.8K	0.31%	53
2026 Q1	$1.32M	Sell	10,581 -214	-2%	-$27.2K	0.28%	59
2025 Q4	$1.3M	Buy	10,795 +112	+1%	+$13.4K	0.25%	68
2025 Q3	$1.27M	Sell	10,683 -92	-0.9%	-$10.6K	0.22%	63
2025 Q2	$1.18M	Sell	10,775 -67	-0.6%	-$6.93K	0.23%	71
2025 Q1	$1.13M	Buy	10,842 +1,301	+14%	+$147K	0.23%	78
2024 Q4	$1.1M	Buy	9,541 +375	+4%	+$44.8K	0.23%	81
2024 Q3	$1.07M	Sell	9,166 -522	-5%	-$59K	0.23%	61
2024 Q2	$1.07M	Hold	9,688	–	–	0.29%	53
2024 Q1	$1.07M	Sell	9,688 -223	-2%	-$23.7K	0.29%	53
2023 Q4	$1.07M	Sell	9,911 -2,805	-22%	-$270K	0.34%	45
2023 Q3	$1.2M	Sell	12,716 -2,179	-15%	-$218K	0.44%	33
2023 Q2	$1.48M	Sell	14,895 -1,479	-9%	-$141K	0.47%	33
2023 Q1	$1.58M	Sell	16,374 -45	-0.3%	-$4.5K	0.5%	32
2022 Q4	$1.55M	Sell	16,419 -559	-3%	-$53.6K	0.52%	33
2022 Q3	$1.48M	Buy	16,978 +1,885	+12%	+$183K	0.59%	30
2022 Q2	$1.4M	Buy	15,093 +1,404	+10%	+$140K	0.5%	31
2022 Q1	$1.48M	Sell	13,689 -275	-2%	-$29.7K	0.4%	37
2021 Q4	$1.6M	Sell	13,964 -5,031	-26%	-$573K	0.43%	34
2021 Q3	$2.07M	Sell	18,995 -85	-0.4%	-$9.36K	0.61%	27
2021 Q2	$2.16M	Buy	19,080 +684	+4%	+$76.3K	0.63%	28
2021 Q1	$2M	Sell	18,396 -3,413	-16%	-$357K	0.69%	26
2020 Q4	$2M	Sell	21,809 -17,080	-44%	-$1.4M	0.75%	26
2020 Q3	$1.6M	Sell	38,889 -19,733	-34%	-$1.41M	0.75%	22
2020 Q2	$2.9M	Buy	58,622 +11,186	+24%	+$706K	1.37%	14
2020 Q1	$1.77M	Buy	47,436 +5,671	+14%	+$422K	1.05%	19
2019 Q4	$2.17M	Buy	41,765 +21,337	+104%	+$1.72M	0.9%	21
2019 Q3	$1.59M	Buy	20,428 +13,978	+217%	+$1.08M	0.82%	21
2019 Q2	$505K	Buy	6,450 +2,929	+83%	+$227K	0.26%	71
2019 Q1	$272K	Buy	3,521 +4	+0.1%	+$307	0.15%	106
2018 Q4	$244K	Buy	3,517 +9	+0.3%	+$696	0.13%	119
2018 Q3	$306K	Hold	3,508	–	–	0.15%	99
2018 Q2	$293K	Sell	3,508 -1,335	-28%	-$109K	0.15%	100
2018 Q1	$373K	Buy	+4,843	New	+$377K	0.15%	89
2017 Q3	$260K	Hold	3,508	–	–	0.11%	115
2017 Q2	$246K	Hold	3,508	–	–	0.11%	116
2017 Q1	$243K	Hold	3,508	–	–	0.11%	120
2016 Q4	$241K	Hold	3,508	–	–	0.12%	115
2016 Q3	$213K	Hold	3,508	–	–	0.11%	121
2016 Q2	$204K	Hold	3,508	–	–	0.12%	126
2016 Q1	$194K	Buy	+3,508	New	+$183K	0.11%	118

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 Investment Consultants's IJR Position: Q2 2026 in Review

Integrated Investment Consultants reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.33% in Q2 2026, selling an estimated $4.8K and leaving 10,546 shares worth $1.56M. The position accounts for 0.31% of the portfolio, ranked #53.

Integrated Investment Consultants first reported a position in IJR in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.9M in Q2 2020. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Integrated Investment Consultants held 10,546 shares of iShares Core S&P Small-Cap ETF worth $1.56M as of Q2 2026.
Integrated Investment Consultants sold 35 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.8K.
iShares Core S&P Small-Cap ETF made up 0.31% of Integrated Investment Consultants's portfolio in Q2 2026, its #53 holding.
Integrated Investment Consultants first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and has held it in 41 quarters since.
Integrated Investment Consultants's iShares Core S&P Small-Cap ETF position peaked at $2.9M in Q2 2020.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.