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

LAM 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	$593K	Hold	4,000	–	–	0.29%	61
2026 Q1	$497K	Hold	4,000	–	–	0.27%	61
2025 Q4	$481K	Hold	4,000	–	–	0.28%	65
2025 Q3	$475K	Hold	4,000	–	–	0.29%	62
2025 Q2	$437K	Hold	4,000	–	–	0.29%	64
2025 Q1	$418K	Hold	4,000	–	–	0.31%	58
2024 Q4	$461K	Hold	4,000	–	–	0.33%	61
2024 Q3	$468K	Hold	4,000	–	–	0.33%	60
2024 Q2	$427K	Hold	4,000	–	–	0.36%	57
2024 Q1	$442K	Hold	4,000	–	–	0.36%	57
2023 Q4	$433K	Hold	4,000	–	–	0.39%	50
2023 Q3	$377K	Hold	4,000	–	–	0.37%	50
2023 Q2	$399K	Hold	4,000	–	–	0.37%	47
2023 Q1	$387K	Hold	4,000	–	–	0.38%	46
2022 Q4	$379K	Buy	+4,000	New	+$384K	0.39%	46

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

LAM Group's IJR Position: Q2 2026 in Review

LAM Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 4,000 shares worth $593K. The position accounts for 0.29% of the portfolio, ranked #61.

LAM Group first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

LAM Group held 4,000 shares of iShares Core S&P Small-Cap ETF worth $593K as of Q2 2026.
LAM 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 0.29% of LAM Group's portfolio in Q2 2026, its #61 holding.
LAM Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.