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

Investment Advisory Services’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 		$1.69M Sell
11,394
-283
-2% -$38.8K 0.49% 49
2026
Q1 		$1.45M Sell
11,677
-709
-6% -$90.1K 0.46% 50
2025
Q4 		$1.49M Sell
12,386
-840
-6% -$100K 0.47% 49
2025
Q3 		$1.57M Sell
13,226
-416
-3% -$47.8K 0.5% 45
2025
Q2 		$1.49M Sell
13,642
-9,323
-41% -$964K 0.5% 47
2025
Q1 		$2.4M Buy
22,965
+339
+1% +$38.3K 0.87% 32
2024
Q4 		$2.61M Buy
22,626
+3,489
+18% +$417K 0.92% 29
2024
Q3 		$2.24M Buy
19,137
+634
+3% +$71.6K 0.79% 33
2024
Q2 		$1.97M Buy
18,503
+62
+0.3% +$6.63K 0.72% 33
2024
Q1 		$2.04M Buy
18,441
+438
+2% +$46.5K 0.75% 33
2023
Q4 		$1.95M Buy
18,003
+653
+4% +$62.9K 0.77% 33
2023
Q3 		$1.64M Buy
17,350
+442
+3% +$44.2K 0.7% 37
2023
Q2 		$1.68M Buy
16,908
+2,967
+21% +$283K 0.71% 35
2023
Q1 		$1.35M Sell
13,941
-523
-4% -$52.3K 0.67% 43
2022
Q4 		$1.37M Sell
14,464
-151
-1% -$14.5K 0.7% 37
2022
Q3 		$1.27M Sell
14,615
-2,953
-17% -$287K 0.76% 36
2022
Q2 		$1.62M Sell
17,568
-1,619
-8% -$161K 0.94% 32
2022
Q1 		$2.07M Buy
19,187
+223
+1% +$24.1K 1.15% 28
2021
Q4 		$2.17M Buy
18,964
+3,301
+21% +$376K 1.19% 25
2021
Q3 		$1.71M Buy
15,663
+250
+2% +$27.5K 1.05% 33
2021
Q2 		$1.74M Buy
+15,413
New +$1.72M 1.07% 33
2020
Q4 		$1.17M Sell
12,753
-587
-4% -$48.2K 0.82% 41
2020
Q3 		$937K Sell
13,340
-264
-2% -$18.9K 0.74% 42
2020
Q2 		$929K Sell
13,604
-770
-5% -$48.6K 0.79% 39
2020
Q1 		$806K Sell
14,374
-7,971
-36% -$594K 0.86% 35
2019
Q4 		$1.87M Buy
+22,345
New +$1.8M 1.69% 21

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 Services's IJR Position: Q2 2026 in Review

Investment Advisory Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, selling an estimated $38.8K and leaving 11,394 shares worth $1.69M. The position accounts for 0.49% of the portfolio, ranked #49.

Investment Advisory Services first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.61M in Q4 2024. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Investment Advisory Services held 11,394 shares of iShares Core S&P Small-Cap ETF worth $1.69M as of Q2 2026.
  • Investment Advisory Services sold 283 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $38.8K.
  • iShares Core S&P Small-Cap ETF made up 0.49% of Investment Advisory Services's portfolio in Q2 2026, its #49 holding.
  • Investment Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $2.61M in Q4 2024.
  • 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.