LSA
IJR icon

L & S Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

L & S Advisors’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 		$222K Buy
+1,494
New +$205K 0.02% 220
2017
Q1 		– Sell
-3,952
Closed -$272K – 260
2016
Q4 		$272K Buy
+3,952
New +$255K 0.06% 141

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

L & S Advisors's IJR Position: Q2 2026 in Review

L & S Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,494 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #220 among its holdings. This is a return to the name: L & S Advisors previously reported a position in IJR as recently as Q4 2016.

L & S Advisors first reported a position in IJR in Q4 2016 and has held it in 2 quarters since. The position peaked at $272K in Q4 2016. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • L & S Advisors held 1,494 shares of iShares Core S&P Small-Cap ETF worth $222K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new L & S Advisors position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of L & S Advisors's portfolio in Q2 2026, its #220 holding.
  • L & S Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 2 quarters since.
  • L & S Advisors's iShares Core S&P Small-Cap ETF position peaked at $272K in Q4 2016.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.