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J. Derek Lewis & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

J. Derek Lewis & Associates’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 		$229K Sell
1,542
-73
-5% -$10K 0.04% 173
2026
Q1 		$201K Buy
+1,615
New +$205K 0.05% 173

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

J. Derek Lewis & Associates's IJR Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.5% in Q2 2026, selling an estimated $10K and leaving 1,542 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #173.

J. Derek Lewis & Associates first reported a position in IJR in Q1 2026 and has held it in 2 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • J. Derek Lewis & Associates held 1,542 shares of iShares Core S&P Small-Cap ETF worth $229K as of Q2 2026.
  • J. Derek Lewis & Associates sold 73 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $10K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #173 holding.
  • J. Derek Lewis & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.