Lakeshore Capital Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lakeshore Capital 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 Q2	$280K	Hold	1,890	–	–	0.21%	70
2026 Q1	$235K	Hold	1,890	–	–	0.19%	76
2025 Q4	$227K	Sell	1,890 -4	-0.2%	-$478	0.18%	76
2025 Q3	$225K	Buy	1,894 +57	+3%	+$6.56K	0.18%	77
2025 Q2	$201K	Buy	+1,837	New	+$190K	0.18%	77
2025 Q1	–	Sell	-1,837	Closed	-$212K	–	77
2024 Q4	$212K	Buy	+1,837	New	+$219K	0.32%	59

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

Lakeshore Capital Group's IJR Position: Q2 2026 in Review

Lakeshore Capital Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,890 shares worth $280K. The position accounts for 0.21% of the portfolio, ranked #70.

Lakeshore Capital Group first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lakeshore Capital Group held 1,890 shares of iShares Core S&P Small-Cap ETF worth $280K as of Q2 2026.
Lakeshore Capital Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.21% of Lakeshore Capital Group's portfolio in Q2 2026, its #70 holding.
Lakeshore Capital Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.