LRI Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

LRI Investments’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	$121K	Sell	817 -23	-3%	-$3.16K	0.01%	418
2026 Q1	$104K	Buy	840 +128	+18%	+$16.3K	0.01%	401
2025 Q4	$85.6K	Hold	712	–	–	0.01%	448
2025 Q3	$84.6K	Buy	712 +1	+0.1%	+$115	0.01%	452
2025 Q2	$77.7K	Buy	711 +1	+0.1%	+$103	0.01%	478
2025 Q1	$74.3K	Buy	710 +491	+224%	+$55.4K	0.01%	470
2024 Q4	$25.2K	Buy	219 +2	+0.9%	+$239	﹤0.01%	631
2024 Q3	$26.4K	Buy	217 +7	+3%	+$791	﹤0.01%	606
2024 Q2	$22.4K	Hold	210	–	–	﹤0.01%	587
2024 Q1	$23.2K	Buy	+210	New	+$22.3K	0.01%	359

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

LRI Investments's IJR Position: Q2 2026 in Review

LRI Investments reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q2 2026, selling an estimated $3.16K and leaving 817 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #418.

LRI Investments first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

LRI Investments held 817 shares of iShares Core S&P Small-Cap ETF worth $121K as of Q2 2026.
LRI Investments sold 23 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.16K.
iShares Core S&P Small-Cap ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #418 holding.
LRI Investments first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.