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

Minot DeBlois 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	$26.7K	Sell	180 -37	-17%	-$5.08K	0.02%	124
2026 Q1	$27K	Sell	217 -25	-10%	-$3.18K	0.02%	123
2025 Q4	$29.1K	Hold	242	–	–	0.03%	99
2025 Q3	$28.8K	Sell	242 -35	-13%	-$4.03K	0.03%	121
2025 Q2	$30.3K	Hold	277	–	–	0.03%	124
2025 Q1	$29K	Hold	277	–	–	0.03%	126
2024 Q4	$31.9K	Buy	+277	New	+$33.1K	0.03%	143

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

Minot DeBlois Advisors's IJR Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q2 2026, selling an estimated $5.08K and leaving 180 shares worth $26.7K. The position accounts for 0.02% of the portfolio, ranked #124.

Minot DeBlois Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.9K in Q4 2024. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Minot DeBlois Advisors held 180 shares of iShares Core S&P Small-Cap ETF worth $26.7K as of Q2 2026.
Minot DeBlois Advisors sold 37 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.08K.
iShares Core S&P Small-Cap ETF made up 0.02% of Minot DeBlois Advisors's portfolio in Q2 2026, its #124 holding.
Minot DeBlois Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Minot DeBlois Advisors's iShares Core S&P Small-Cap ETF position peaked at $31.9K in Q4 2024.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.