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

Milestones Private 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 		$203K Buy
+1,366
New +$187K 0.16% 77
2026
Q1 		– Sell
-1,830
Closed -$220K – 93
2025
Q4 		$220K Hold
1,830
– – 0.15% 112
2025
Q3 		$217K Hold
1,830
– – 0.15% 115
2025
Q2 		$200K Buy
+1,830
New +$189K 0.15% 118

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 22.96% 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

Milestones Private Investment Advisors's IJR Position: Q2 2026 in Review

Milestones Private Investment Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,366 shares worth $203K. The stake represents 0.16% of the portfolio and ranks #77 among its holdings. This is a return to the name: Milestones Private Investment Advisors previously reported a position in IJR as recently as Q4 2025.

Milestones Private Investment Advisors first reported a position in IJR in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Milestones Private Investment Advisors held 1,366 shares of iShares Core S&P Small-Cap ETF worth $203K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Milestones Private Investment Advisors position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.16% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Milestones Private Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Milestones Private Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $220K in Q4 2025.
  • 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.