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

Monograph Wealth 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	$240K	Hold	1,617	–	–	0.02%	131
2026 Q1	$201K	Sell	1,617 -430	-21%	-$54.6K	0.02%	139
2025 Q4	$246K	Buy	+2,047	New	+$245K	0.02%	120
2022 Q1	–	Sell	-1,778	Closed	-$204K	–	89
2021 Q4	$204K	Buy	+1,778	New	+$203K	0.05%	80

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

Monograph Wealth Advisors's IJR Position: Q2 2026 in Review

Monograph Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,617 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #131.

Monograph Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 4 quarters since. The position peaked at $246K in Q4 2025. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Monograph Wealth Advisors held 1,617 shares of iShares Core S&P Small-Cap ETF worth $240K as of Q2 2026.
Monograph Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Monograph Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Monograph Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 4 quarters since.
Monograph Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $246K in Q4 2025.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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