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

Investment 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 		$17.2M Buy
115,689
+1,116
+1% +$153K 3.72% 6
2026
Q1 		$14.2M Sell
114,573
-4,483
-4% -$570K 3.62% 6
2025
Q4 		$14.3M Sell
119,056
-339
-0.3% -$40.5K 3.68% 5
2025
Q3 		$14.2M Buy
119,395
+1,870
+2% +$215K 3.86% 5
2025
Q2 		$12.8M Sell
117,525
-168
-0.1% -$17.4K 3.89% 5
2025
Q1 		$12.3M Buy
117,693
+1,073
+0.9% +$121K 4.12% 4
2024
Q4 		$13.4M Buy
116,620
+1,194
+1% +$143K 4.5% 4
2024
Q3 		$13.5M Buy
115,426
+5,674
+5% +$641K 4.68% 4
2024
Q2 		$11.7M Buy
109,752
+5,705
+5% +$610K 4.52% 4
2024
Q1 		$11.5M Buy
104,047
+4,246
+4% +$451K 4.75% 4
2023
Q4 		$10.8M Buy
99,801
+2,323
+2% +$224K 4.97% 4
2023
Q3 		$9.2M Buy
97,478
+6,952
+8% +$694K 4.78% 4
2023
Q2 		$9M Buy
90,526
+9,628
+12% +$917K 4.61% 4
2023
Q1 		$7.82M Buy
80,898
+1,760
+2% +$176K 4.5% 4
2022
Q4 		$7.49M Buy
79,138
+14,924
+23% +$1.43M 4.6% 3
2022
Q3 		$5.6M Buy
64,214
+3,494
+6% +$339K 3.89% 5
2022
Q2 		$5.61M Buy
60,720
+1,466
+2% +$146K 3.82% 6
2022
Q1 		$6.38M Buy
59,254
+1,486
+3% +$160K 3.88% 6
2021
Q4 		$6.16M Buy
+57,768
New +$6.58M 3.94% 6

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Investment Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.97% in Q2 2026, buying an estimated $153K and bringing the position to 115,689 shares worth $17.2M. The position accounts for 3.72% of the portfolio, ranked #6.

Investment Advisory Group first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Investment Advisory Group held 115,689 shares of iShares Core S&P Small-Cap ETF worth $17.2M as of Q2 2026.
  • Investment Advisory Group bought 1,116 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $153K.
  • iShares Core S&P Small-Cap ETF made up 3.72% of Investment Advisory Group's portfolio in Q2 2026, its #6 holding.
  • Investment 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.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.