Joel Adams & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Joel Adams & 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 Q1	$1.93M	Sell	15,543 -1,107	-7%	-$141K	1.43%	16
2025 Q4	$2M	Buy	16,650 +599	+4%	+$71.6K	1.5%	15
2025 Q3	$1.91M	Sell	16,051 -143	-0.9%	-$16.4K	1.54%	13
2025 Q2	$1.77M	Sell	16,194 -437	-3%	-$45.2K	1.57%	12
2025 Q1	$1.74M	Sell	16,631 -291	-2%	-$32.8K	1.56%	12
2024 Q4	$1.95M	Buy	+16,922	New	+$2.02M	1.77%	11

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Joel Adams & Associates's IJR Position: Q1 2026 in Review

Joel Adams & Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.6% in Q1 2026, selling an estimated $141K and leaving 15,543 shares worth $1.93M. The position accounts for 1.43% of the portfolio, ranked #16.

Joel Adams & Associates first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Joel Adams & Associates held 15,543 shares of iShares Core S&P Small-Cap ETF worth $1.93M as of Q1 2026.
Joel Adams & Associates sold 1,107 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $141K.
iShares Core S&P Small-Cap ETF made up 1.43% of Joel Adams & Associates's portfolio in Q1 2026, its #16 holding.
Joel Adams & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Joel Adams & Associates's iShares Core S&P Small-Cap ETF position peaked at $2M in Q4 2025.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.