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 Q2	$2.21M	Sell	14,905 -638	-4%	-$87.6K	1.42%	18
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Joel Adams & Associates's IJR Position: Q2 2026 in Review

Joel Adams & Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.1% in Q2 2026, selling an estimated $87.6K and leaving 14,905 shares worth $2.21M. The position accounts for 1.42% of the portfolio, ranked #18.

Joel Adams & Associates first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Joel Adams & Associates held 14,905 shares of iShares Core S&P Small-Cap ETF worth $2.21M as of Q2 2026.
Joel Adams & Associates sold 638 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $87.6K.
iShares Core S&P Small-Cap ETF made up 1.42% of Joel Adams & Associates's portfolio in Q2 2026, its #18 holding.
Joel Adams & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.