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

LM 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	$289K	Buy	1,957 +1,714	+705%	+$235K	0.03%	198
2026 Q1	$1.96K	Buy	243 +8	+3%	+$1.02K	0.03%	186
2025 Q4	$1.96K	Sell	235 -1,722	-88%	-$206K	0.04%	183
2025 Q3	$233K	Hold	1,957	–	–	0.03%	194
2025 Q2	$214K	Hold	1,957	–	–	0.03%	179
2025 Q1	$205K	Hold	1,957	–	–	0.04%	211
2024 Q4	$225K	Buy	1,957 +30	+2%	+$3.58K	0.04%	181
2024 Q3	$225K	Hold	1,927	–	–	0.05%	163
2024 Q2	$206K	Hold	1,927	–	–	0.04%	181
2024 Q1	$213K	Sell	1,927 -720	-27%	-$76.5K	0.03%	204
2023 Q4	$287K	Buy	+2,647	New	+$255K	0.06%	157

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

LM Advisors's IJR Position: Q2 2026 in Review

LM Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 705% in Q2 2026, buying an estimated $235K and bringing the position to 1,957 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #198.

LM Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

LM Advisors held 1,957 shares of iShares Core S&P Small-Cap ETF worth $289K as of Q2 2026.
LM Advisors bought 1,714 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $235K.
iShares Core S&P Small-Cap ETF made up 0.03% of LM Advisors's portfolio in Q2 2026, its #198 holding.
LM Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.