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

Lansing Street 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	$1.51M	Buy	10,213 +30	+0.3%	+$4.12K	0.32%	57
2026 Q1	$1.27M	Buy	10,183 +16	+0.2%	+$2.03K	0.32%	60
2025 Q4	$1.22M	Buy	10,167 +47	+0.5%	+$5.62K	0.31%	64
2025 Q3	$1.2M	Sell	10,120 -100	-1%	-$11.5K	0.32%	59
2025 Q2	$1.12M	Buy	10,220 +171	+2%	+$17.7K	0.33%	58
2025 Q1	$1.05M	Sell	10,049 -1,779	-15%	-$201K	0.35%	46
2024 Q4	$1.36M	Sell	11,828 -29	-0.2%	-$3.46K	0.47%	37
2024 Q3	$1.39M	Buy	11,857 +590	+5%	+$66.7K	0.51%	36
2024 Q2	$1.2M	Buy	11,267 +40	+0.4%	+$4.28K	0.5%	36
2024 Q1	$1.24M	Sell	11,227 -101	-0.9%	-$10.7K	0.56%	33
2023 Q4	$1.23M	Buy	+11,328	New	+$1.09M	0.64%	32
2023 Q2	$1.1M	Buy	11,034 +39	+0.4%	+$3.71K	0.64%	35
2023 Q1	$1.06M	Buy	10,995 +114	+1%	+$11.4K	0.67%	34
2022 Q4	$1.03M	Buy	10,881 +102	+0.9%	+$9.78K	0.71%	33
2022 Q3	$940K	Buy	10,779 +94	+0.9%	+$9.13K	0.73%	30
2022 Q2	$987K	Buy	10,685 +2,068	+24%	+$206K	0.77%	31
2022 Q1	$898K	Buy	+8,617	New	+$930K	0.57%	41

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

Lansing Street Advisors's IJR Position: Q2 2026 in Review

Lansing Street Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.29% in Q2 2026, buying an estimated $4.12K and bringing the position to 10,213 shares worth $1.51M. The position accounts for 0.32% of the portfolio, ranked #57.

Lansing Street Advisors first reported a position in IJR in Q1 2022 and has held it in 17 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lansing Street Advisors held 10,213 shares of iShares Core S&P Small-Cap ETF worth $1.51M as of Q2 2026.
Lansing Street Advisors bought 30 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.12K.
iShares Core S&P Small-Cap ETF made up 0.32% of Lansing Street Advisors's portfolio in Q2 2026, its #57 holding.
Lansing Street Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lansing Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.