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

Integris Wealth Management’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	$245K	Sell	1,651 -68	-4%	-$9.33K	0.05%	119
2026 Q1	$214K	Hold	1,719	–	–	0.05%	112
2025 Q4	$207K	Hold	1,719	–	–	0.05%	113
2025 Q3	$204K	Buy	+1,719	New	+$198K	0.05%	117
2025 Q1	–	Sell	-1,743	Closed	-$201K	–	107
2024 Q4	$201K	Hold	1,743	–	–	0.06%	103
2024 Q3	$204K	Buy	+1,743	New	+$197K	0.06%	101

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

Integris Wealth Management's IJR Position: Q2 2026 in Review

Integris Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4% in Q2 2026, selling an estimated $9.33K and leaving 1,651 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #119.

Integris Wealth Management first reported a position in IJR in Q3 2024 and has held it in 6 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Integris Wealth Management held 1,651 shares of iShares Core S&P Small-Cap ETF worth $245K as of Q2 2026.
Integris Wealth Management sold 68 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.33K.
iShares Core S&P Small-Cap ETF made up 0.05% of Integris Wealth Management's portfolio in Q2 2026, its #119 holding.
Integris Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.