Lloyd Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lloyd Advisory Services’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	$31.1K	Sell	210 -924	-81%	-$127K	0.01%	276
2026 Q1	$141K	Buy	1,134 +634	+127%	+$80.5K	0.04%	180
2025 Q4	$60.1K	Buy	+500	New	+$59.8K	0.02%	223
2020 Q2	–	Sell	-61	Closed	-$3K	–	326
2020 Q1	$3K	Hold	61	–	–	﹤0.01%	202
2019 Q4	$5K	Buy	+61	New	+$4.91K	﹤0.01%	253

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

Lloyd Advisory Services's IJR Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 81% in Q2 2026, selling an estimated $127K and leaving 210 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #276.

Lloyd Advisory Services first reported a position in IJR in Q4 2019 and has held it in 5 quarters since. The position peaked at $141K in Q1 2026. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lloyd Advisory Services held 210 shares of iShares Core S&P Small-Cap ETF worth $31.1K as of Q2 2026.
Lloyd Advisory Services sold 924 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $127K.
iShares Core S&P Small-Cap ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #276 holding.
Lloyd Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 5 quarters since.
Lloyd Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $141K in Q1 2026.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.