LaSalle St. Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

LaSalle St. Investment 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	$4.96M	Buy	33,440 +488	+1%	+$67K	0.61%	31
2026 Q1	$4.1M	Sell	32,952 -1,532	-4%	-$195K	0.58%	34
2025 Q4	$4.14M	Sell	34,484 -2,288	-6%	-$274K	0.67%	26
2025 Q3	$4.37M	Buy	36,772 +1,655	+5%	+$190K	0.78%	22
2025 Q2	$3.84M	Sell	35,117 -3,098	-8%	-$320K	1.05%	15
2025 Q1	$4M	Buy	38,215 +17,544	+85%	+$1.98M	0.94%	18
2024 Q4	$2.38M	Buy	20,671 +1,290	+7%	+$154K	0.74%	22
2024 Q3	$2.27M	Buy	19,381 +1,002	+5%	+$113K	0.89%	21
2024 Q2	$1.96M	Sell	18,379 -39	-0.2%	-$4.17K	0.98%	18
2024 Q1	$2.03M	Buy	18,418 +2,084	+13%	+$221K	1.14%	16
2023 Q4	$17.7M	Sell	16,334 -424	-3%	-$40.9K	1.19%	12
2023 Q3	$1.58M	Sell	16,758 -20,032	-54%	-$2M	0.77%	20
2023 Q2	$3.67M	Buy	36,790 +23,729	+182%	+$2.26M	1.63%	13
2023 Q1	$1.26M	Sell	13,061 -52	-0.4%	-$5.2K	0.56%	34
2022 Q4	$1.24M	Buy	+13,113	New	+$1.26M	0.59%	33

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

LaSalle St. Investment Advisors's IJR Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q2 2026, buying an estimated $67K and bringing the position to 33,440 shares worth $4.96M. The position accounts for 0.61% of the portfolio, ranked #31.

LaSalle St. Investment Advisors first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.7M in Q4 2023. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

LaSalle St. Investment Advisors held 33,440 shares of iShares Core S&P Small-Cap ETF worth $4.96M as of Q2 2026.
LaSalle St. Investment Advisors bought 488 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $67K.
iShares Core S&P Small-Cap ETF made up 0.61% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #31 holding.
LaSalle St. Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
LaSalle St. Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $17.7M in Q4 2023.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.