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Go Invest LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Go Invest LLC’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 		$1.2M Buy
8,124
+897
+12% +$123K 0.28% 14
2026
Q1 		$898K Buy
7,227
+363
+5% +$46.1K 0.26% 15
2025
Q4 		$825K Buy
+6,864
New +$821K 0.27% 16

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Go Invest LLC's IJR Position: Q2 2026 in Review

Go Invest LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, buying an estimated $123K and bringing the position to 8,124 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #14.

Go Invest LLC first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 1,795 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Go Invest LLC held 8,124 shares of iShares Core S&P Small-Cap ETF worth $1.2M as of Q2 2026.
  • Go Invest LLC bought 897 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $123K.
  • iShares Core S&P Small-Cap ETF made up 0.28% of Go Invest LLC's portfolio in Q2 2026, its #14 holding.
  • Go Invest LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,795 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.