Milestone Asset Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Milestone Asset Management Group’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	$630K	Buy	4,247 +168	+4%	+$23.1K	0.32%	73
2026 Q1	$507K	Buy	4,079 +306	+8%	+$38.9K	0.3%	70
2025 Q4	$453K	Buy	3,773 +61	+2%	+$7.29K	0.26%	78
2025 Q3	$441K	Buy	3,712 +12	+0.3%	+$1.38K	0.28%	77
2025 Q2	$404K	Buy	3,700 +708	+24%	+$73.2K	0.3%	72
2025 Q1	$313K	Buy	2,992 +19	+0.6%	+$2.14K	0.28%	75
2024 Q4	$343K	Buy	+2,973	New	+$355K	0.31%	73

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

Milestone Asset Management Group's IJR Position: Q2 2026 in Review

Milestone Asset Management Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.1% in Q2 2026, buying an estimated $23.1K and bringing the position to 4,247 shares worth $630K. The position accounts for 0.32% of the portfolio, ranked #73.

Milestone Asset Management Group first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Milestone Asset Management Group held 4,247 shares of iShares Core S&P Small-Cap ETF worth $630K as of Q2 2026.
Milestone Asset Management Group bought 168 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $23.1K.
iShares Core S&P Small-Cap ETF made up 0.32% of Milestone Asset Management Group's portfolio in Q2 2026, its #73 holding.
Milestone Asset Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.