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

Lyell Wealth Management’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	$5.81M	Buy	39,190 +3,500	+10%	+$480K	0.36%	62
2026 Q1	$4.44M	Buy	35,690 +16,489	+86%	+$2.09M	0.33%	67
2025 Q4	$2.31M	Buy	19,201 +5,406	+39%	+$647K	0.17%	84
2025 Q3	$1.64M	Buy	13,795 +1,990	+17%	+$229K	0.12%	93
2025 Q2	$1.29M	Sell	11,805 -11,830	-50%	-$1.22M	0.1%	105
2025 Q1	$2.47M	Buy	23,635 +3,744	+19%	+$422K	0.23%	86
2024 Q4	$2.29M	Buy	19,891 +12,681	+176%	+$1.52M	0.21%	92
2024 Q3	$843K	Buy	7,210 +1,850	+35%	+$209K	0.08%	126
2024 Q2	$572K	Hold	5,360	–	–	0.05%	130
2024 Q1	$592K	Sell	5,360 -1,625	-23%	-$173K	0.06%	129
2023 Q4	$756K	Buy	6,985 +187	+3%	+$18K	0.09%	117
2023 Q3	$641K	Sell	6,798 -1,315	-16%	-$131K	0.09%	116
2023 Q2	$808K	Sell	8,113 -1,636	-17%	-$156K	0.1%	112
2023 Q1	$943K	Sell	9,749 -1,732	-15%	-$173K	0.13%	110
2022 Q4	$1.09M	Sell	11,481 -440	-4%	-$42.2K	0.17%	100
2022 Q3	$1.04M	Buy	11,921 +1,616	+16%	+$157K	0.18%	98
2022 Q2	$952K	Buy	10,305 +1,995	+24%	+$198K	0.16%	104
2022 Q1	$896K	Buy	8,310 +3,612	+77%	+$390K	0.12%	110
2021 Q4	$538K	Buy	4,698 +825	+21%	+$94K	0.06%	132
2021 Q3	$423K	Sell	3,873 -700	-15%	-$77.1K	0.05%	138
2021 Q2	$517K	Sell	4,573 -1,542	-25%	-$172K	0.06%	134
2021 Q1	$664K	Buy	+6,115	New	+$640K	0.1%	114
2020 Q2	–	Sell	-16,870	Closed	-$947K	–	123
2020 Q1	$947K	Sell	16,870 -5,490	-25%	-$409K	0.28%	71
2019 Q4	$1.88M	Buy	22,360 +2,320	+12%	+$187K	0.5%	60
2019 Q3	$1.56M	Buy	20,040 +755	+4%	+$58.5K	0.47%	61
2019 Q2	$1.51M	Sell	19,285 -2,942	-13%	-$228K	0.46%	62
2019 Q1	$1.72M	Buy	22,227 +1,735	+8%	+$133K	0.57%	56
2018 Q4	$1.42M	Sell	20,492 -3,675	-15%	-$284K	0.59%	56
2018 Q3	$2.12M	Buy	24,167 +7,760	+47%	+$680K	0.71%	53
2018 Q2	$1.37M	Buy	16,407 +12,397	+309%	+$1.01M	0.5%	64
2018 Q1	$309K	Buy	+4,010	New	+$312K	0.11%	93

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

Lyell Wealth Management's IJR Position: Q2 2026 in Review

Lyell Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.8% in Q2 2026, buying an estimated $480K and bringing the position to 39,190 shares worth $5.81M. The position accounts for 0.36% of the portfolio, ranked #62.

Lyell Wealth Management first reported a position in IJR in Q1 2018 and has held it in 31 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lyell Wealth Management held 39,190 shares of iShares Core S&P Small-Cap ETF worth $5.81M as of Q2 2026.
Lyell Wealth Management bought 3,500 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $480K.
iShares Core S&P Small-Cap ETF made up 0.36% of Lyell Wealth Management's portfolio in Q2 2026, its #62 holding.
Lyell Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 31 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.