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

Lifelong Wealth 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	$358K	Sell	2,415 -7	-0.3%	-$961	0.08%	76
2026 Q1	$301K	Sell	2,422 -145	-6%	-$18.4K	0.08%	74
2025 Q4	$309K	Sell	2,567 -327	-11%	-$39.1K	0.08%	71
2025 Q3	$344K	Buy	2,894 +1	+0%	+$115	0.1%	60
2025 Q2	$316K	Sell	2,893 -38	-1%	-$3.93K	0.1%	58
2025 Q1	$307K	Sell	2,931 -505	-15%	-$57K	0.14%	49
2024 Q4	$396K	Buy	+3,436	New	+$411K	0.18%	42

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

Lifelong Wealth Advisors's IJR Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.29% in Q2 2026, selling an estimated $961 and leaving 2,415 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #76.

Lifelong Wealth Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $396K in Q4 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lifelong Wealth Advisors held 2,415 shares of iShares Core S&P Small-Cap ETF worth $358K as of Q2 2026.
Lifelong Wealth Advisors sold 7 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $961.
iShares Core S&P Small-Cap ETF made up 0.08% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Lifelong Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $396K in Q4 2024.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.