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

LVW 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 		$13M Sell
87,766
-17,725
-17% -$2.43M 1.12% 21
2026
Q1 		$13.1M Sell
105,491
-11,483
-10% -$1.46M 1.25% 19
2025
Q4 		$14.1M Buy
116,974
+3,577
+3% +$428K 1.42% 19
2025
Q3 		$13.5M Buy
113,397
+1,715
+2% +$197K 1.38% 18
2025
Q2 		$12.2M Buy
111,682
+21,043
+23% +$2.18M 1.33% 18
2025
Q1 		$9.48M Buy
90,639
+16,868
+23% +$1.9M 1.13% 16
2024
Q4 		$8.5M Buy
73,771
+19,592
+36% +$2.34M 1.02% 19
2024
Q3 		$6.34M Buy
54,179
+51,245
+1,747% +$5.79M 0.81% 22
2024
Q2 		$313K Buy
2,934
+581
+25% +$62.2K 0.05% 224
2024
Q1 		$260K Sell
2,353
-85
-3% -$9.03K 0.04% 244
2023
Q4 		$264K Sell
2,438
-50
-2% -$4.82K 0.05% 221
2023
Q3 		$235K Sell
2,488
-8
-0.3% -$799 0.05% 198
2023
Q2 		$249K Buy
+2,496
New +$238K 0.05% 180

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LVW Advisors's IJR Position: Q2 2026 in Review

LVW Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q2 2026, selling an estimated $2.43M and leaving 87,766 shares worth $13M. The position accounts for 1.12% of the portfolio, ranked #21.

LVW Advisors first reported a position in IJR in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.1M in Q4 2025. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • LVW Advisors held 87,766 shares of iShares Core S&P Small-Cap ETF worth $13M as of Q2 2026.
  • LVW Advisors sold 17,725 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.43M.
  • iShares Core S&P Small-Cap ETF made up 1.12% of LVW Advisors's portfolio in Q2 2026, its #21 holding.
  • LVW Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • LVW Advisors's iShares Core S&P Small-Cap ETF position peaked at $14.1M in Q4 2025.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.