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

Moss Adams 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	$5.62M	Sell	37,898 -8,149	-18%	-$1.12M	0.35%	25
2026 Q1	$5.72M	Sell	46,047 -121,537	-73%	-$15.4M	0.42%	23
2025 Q4	$20.1M	Sell	167,584 -684,575	-80%	-$81.9M	1.46%	12
2025 Q3	$101M	Buy	852,159 +91,552	+12%	+$10.5M	7.9%	3
2025 Q2	$83.1M	Sell	760,607 -73,248	-9%	-$7.57M	7.55%	3
2025 Q1	$87.2M	Buy	833,855 +48,580	+6%	+$5.48M	9.18%	3
2024 Q4	$90.5M	Buy	785,275 +8,741	+1%	+$1.04M	9.56%	2
2024 Q3	$90.8M	Buy	776,534 +28,615	+4%	+$3.23M	9.94%	2
2024 Q2	$79.8M	Buy	747,919 +45,207	+6%	+$4.84M	11.01%	2
2024 Q1	$77.7M	Buy	702,712 +133,015	+23%	+$14.1M	12.48%	2
2023 Q4	$61.7M	Buy	569,697 +12,707	+2%	+$1.22M	12.86%	2
2023 Q3	$52.7M	Buy	556,990 +23,983	+4%	+$2.4M	17.99%	2
2023 Q2	$53.1M	Sell	533,007 -5,641	-1%	-$537K	17.33%	2
2023 Q1	$52.1M	Buy	538,648 +125,788	+30%	+$12.6M	17.74%	2
2022 Q4	$39.1M	Buy	+412,860	New	+$39.6M	19.54%	1

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

Moss Adams Wealth Advisors's IJR Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q2 2026, selling an estimated $1.12M and leaving 37,898 shares worth $5.62M. The position accounts for 0.35% of the portfolio, ranked #25.

Moss Adams Wealth Advisors first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $101M in Q3 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Moss Adams Wealth Advisors held 37,898 shares of iShares Core S&P Small-Cap ETF worth $5.62M as of Q2 2026.
Moss Adams Wealth Advisors sold 8,149 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.12M.
iShares Core S&P Small-Cap ETF made up 0.35% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Moss Adams Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $101M in Q3 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.