JAG
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Journey Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Journey Advisory Group’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 		$5.13M Sell
41,307
-23,261
-36% -$2.96M 0.44% 66
2025
Q4 		$7.76M Sell
64,568
-160,425
-71% -$19.2M 0.65% 40
2025
Q3 		$26.7M Buy
224,993
+1,013
+0.5% +$117K 1.98% 7
2025
Q2 		$24.5M Sell
223,980
-838
-0.4% -$86.6K 1.9% 8
2025
Q1 		$23.5M Sell
224,818
-27,292
-11% -$3.08M 1.92% 8
2024
Q4 		$26.9M Hold
252,110
– – 3.22% 6
2024
Q3 		$26.9M Hold
252,110
– – 3.22% 6
2024
Q2 		$26.9M Buy
252,110
+4,797
+2% +$513K 3.21% 6
2024
Q1 		$27.3M Buy
247,313
+17,018
+7% +$1.81M 3.37% 5
2023
Q4 		$24.9M Buy
230,295
+18,398
+9% +$1.77M 3.39% 5
2023
Q3 		$20M Buy
211,897
+77,840
+58% +$7.78M 2.99% 5
2023
Q2 		$13.4M Buy
134,057
+27,040
+25% +$2.57M 1.99% 11
2023
Q1 		$10.3M Buy
107,017
+40,069
+60% +$4.01M 1.62% 16
2022
Q4 		$6.34M Buy
66,948
+341
+0.5% +$32.7K 1.58% 12
2022
Q3 		$5.81M Buy
66,607
+5,367
+9% +$521K 1.48% 13
2022
Q2 		$6.24M Buy
61,240
+17,115
+39% +$1.7M 1.43% 16
2022
Q1 		$4.76M Buy
44,125
+22,400
+103% +$2.42M 1.21% 17
2021
Q4 		$2.49M Buy
21,725
+5,269
+32% +$600K 0.69% 38
2021
Q3 		$1.8M Buy
16,456
+4,871
+42% +$536K 0.58% 43
2021
Q2 		$1.31M Buy
11,585
+3,348
+41% +$373K 0.42% 62
2021
Q1 		$894K Buy
8,237
+1,010
+14% +$106K 0.31% 75
2020
Q4 		$664K Buy
+7,227
New +$594K 0.25% 87

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Journey Advisory Group's IJR Position: Q1 2026 in Review

Journey Advisory Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 36% in Q1 2026, selling an estimated $2.96M and leaving 41,307 shares worth $5.13M. The position accounts for 0.44% of the portfolio, ranked #66.

Journey Advisory Group first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $27.3M in Q1 2024. 2,738 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Journey Advisory Group held 41,307 shares of iShares Core S&P Small-Cap ETF worth $5.13M as of Q1 2026.
  • Journey Advisory Group sold 23,261 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.96M.
  • iShares Core S&P Small-Cap ETF made up 0.44% of Journey Advisory Group's portfolio in Q1 2026, its #66 holding.
  • Journey Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $27.3M in Q1 2024.
  • 2,738 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.