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

Invera Wealth 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	$3.14M	Buy	21,143 +1,933	+10%	+$265K	1.68%	18
2026 Q1	$2.39M	Sell	19,210 -298	-2%	-$37.9K	1.53%	22
2025 Q4	$2.34M	Sell	19,508 -1,493	-7%	-$179K	1.48%	22
2025 Q3	$2.5M	Sell	21,001 -17	-0.1%	-$1.96K	1.54%	20
2025 Q2	$2.3M	Sell	21,018 -105	-0.5%	-$10.9K	1.5%	20
2025 Q1	$2.21M	Buy	+21,123	New	+$2.38M	1.43%	22
2024 Q1	–	Sell	-23,473	Closed	-$2.54M	–	79
2023 Q4	$2.54M	Buy	+23,473	New	+$2.26M	1.59%	23

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

Invera Wealth Advisors's IJR Position: Q2 2026 in Review

Invera Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q2 2026, buying an estimated $265K and bringing the position to 21,143 shares worth $3.14M. The position accounts for 1.68% of the portfolio, ranked #18.

Invera Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Invera Wealth Advisors held 21,143 shares of iShares Core S&P Small-Cap ETF worth $3.14M as of Q2 2026.
Invera Wealth Advisors bought 1,933 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $265K.
iShares Core S&P Small-Cap ETF made up 1.68% of Invera Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Invera Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.