Integrity Advisory Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Integrity Advisory Solutions’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	$2.47M	Buy	16,646 +3,389	+26%	+$465K	0.25%	59
2026 Q1	$1.65M	Sell	13,257 -90,798	-87%	-$11.5M	0.22%	60
2025 Q4	$12.5M	Sell	104,055 -48	-0%	-$5.74K	1.8%	10
2025 Q3	$12.4M	Buy	+104,103	New	+$12M	1.97%	10

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

Integrity Advisory Solutions's IJR Position: Q2 2026 in Review

Integrity Advisory Solutions increased its iShares Core S&P Small-Cap ETF (IJR) stake by 26% in Q2 2026, buying an estimated $465K and bringing the position to 16,646 shares worth $2.47M. The position accounts for 0.25% of the portfolio, ranked #59.

Integrity Advisory Solutions first reported a position in IJR in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.5M in Q4 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Integrity Advisory Solutions held 16,646 shares of iShares Core S&P Small-Cap ETF worth $2.47M as of Q2 2026.
Integrity Advisory Solutions bought 3,389 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $465K.
iShares Core S&P Small-Cap ETF made up 0.25% of Integrity Advisory Solutions's portfolio in Q2 2026, its #59 holding.
Integrity Advisory Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
Integrity Advisory Solutions's iShares Core S&P Small-Cap ETF position peaked at $12.5M in Q4 2025.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.