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

Milestone Investment 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 		$1.51M Sell
10,148
-439
-4% -$60.2K 0.33% 47
2026
Q1 		$1.32M Sell
10,587
-761
-7% -$96.7K 0.32% 48
2025
Q4 		$1.36M Sell
11,348
-238
-2% -$28.5K 0.33% 47
2025
Q3 		$1.38M Sell
11,586
-85
-0.7% -$9.78K 0.34% 47
2025
Q2 		$1.28M Sell
11,671
-3,817
-25% -$395K 0.33% 48
2025
Q1 		$1.62M Sell
15,488
-3,242
-17% -$366K 0.45% 44
2024
Q4 		$2.16M Sell
18,730
-105
-0.6% -$12.5K 0.59% 40
2024
Q3 		$2.2M Sell
18,835
-275
-1% -$31.1K 0.62% 37
2024
Q2 		$2.04M Sell
19,110
-662
-3% -$70.8K 0.54% 38
2024
Q1 		$2.19M Sell
19,772
-1,766
-8% -$188K 0.59% 37
2023
Q4 		$2.33M Sell
21,538
-488
-2% -$47K 0.68% 32
2023
Q3 		$2.08M Sell
22,026
-1,466
-6% -$146K 0.59% 37
2023
Q2 		$2.34M Sell
23,492
-2,906
-11% -$277K 0.72% 32
2023
Q1 		$2.55M Buy
26,398
+458
+2% +$45.8K 0.79% 30
2022
Q4 		$2.45M Buy
+25,940
New +$2.49M 0.86% 28

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Milestone Investment Advisors's IJR Position: Q2 2026 in Review

Milestone Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.1% in Q2 2026, selling an estimated $60.2K and leaving 10,148 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #47.

Milestone Investment Advisors first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.55M in Q1 2023. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Milestone Investment Advisors held 10,148 shares of iShares Core S&P Small-Cap ETF worth $1.51M as of Q2 2026.
  • Milestone Investment Advisors sold 439 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $60.2K.
  • iShares Core S&P Small-Cap ETF made up 0.33% of Milestone Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Milestone Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.55M in Q1 2023.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.