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

Investmark Advisory Group’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	$361K	Buy	2,432 +8	+0.3%	+$1.1K	0.14%	105
2026 Q1	$301K	Buy	2,424 +4	+0.2%	+$508	0.13%	104
2025 Q4	$291K	Buy	2,420 +11	+0.5%	+$1.32K	0.12%	109
2025 Q3	$286K	Buy	2,409 +9	+0.4%	+$1.03K	0.12%	111
2025 Q2	$262K	Buy	2,400 +8	+0.3%	+$827	0.12%	113
2025 Q1	$250K	Buy	2,392 +8	+0.3%	+$903	0.12%	105
2024 Q4	$275K	Buy	2,384 +23	+1%	+$2.75K	0.13%	100
2024 Q3	$276K	Buy	2,361 +10	+0.4%	+$1.13K	0.13%	97
2024 Q2	$251K	Buy	2,351 +8	+0.3%	+$856	0.13%	96
2024 Q1	$259K	Buy	2,343 +8	+0.3%	+$849	0.14%	98
2023 Q4	$253K	Buy	2,335 +17	+0.7%	+$1.64K	0.15%	94
2023 Q3	$219K	Sell	2,318 -40	-2%	-$4K	0.15%	92
2023 Q2	$235K	Buy	2,358 +8	+0.3%	+$762	0.16%	91
2023 Q1	$227K	Buy	2,350 +9	+0.4%	+$900	0.17%	91
2022 Q4	$222K	Buy	2,341 +10	+0.4%	+$959	0.16%	94
2022 Q3	$203K	Buy	2,331 +51	+2%	+$4.95K	0.18%	91
2022 Q2	$210K	Buy	2,280 +7	+0.3%	+$696	0.21%	81
2022 Q1	$245K	Buy	2,273 +4	+0.2%	+$432	0.25%	75
2021 Q4	$259K	Buy	+2,269	New	+$259K	0.24%	72

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

Investmark Advisory Group's IJR Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.33% in Q2 2026, buying an estimated $1.1K and bringing the position to 2,432 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #105.

Investmark Advisory Group first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Investmark Advisory Group held 2,432 shares of iShares Core S&P Small-Cap ETF worth $361K as of Q2 2026.
Investmark Advisory Group bought 8 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.1K.
iShares Core S&P Small-Cap ETF made up 0.14% of Investmark Advisory Group's portfolio in Q2 2026, its #105 holding.
Investmark Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.