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

Motive 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	$859K	Sell	5,795 -19	-0.3%	-$2.61K	0.35%	38
2026 Q1	$723K	Hold	5,814	–	–	0.34%	36
2025 Q4	$699K	Sell	5,814 -8	-0.1%	-$957	0.3%	37
2025 Q3	$692K	Hold	5,822	–	–	0.3%	37
2025 Q2	$636K	Sell	5,822 -81	-1%	-$8.37K	0.29%	38
2025 Q1	$617K	Sell	5,903 -898	-13%	-$101K	0.33%	36
2024 Q4	$784K	Sell	6,801 -8	-0.1%	-$956	0.42%	36
2024 Q3	$726K	Hold	6,809	–	–	0.44%	33
2024 Q2	$726K	Sell	6,809 -10	-0.1%	-$1.07K	0.44%	33
2024 Q1	$754K	Buy	6,819 +4,685	+220%	+$497K	0.46%	32
2023 Q4	$231K	Hold	2,134	–	–	0.27%	40
2023 Q3	$201K	Hold	2,134	–	–	0.22%	50
2023 Q2	$213K	Hold	2,134	–	–	0.22%	54
2023 Q1	$206K	Sell	2,134 -6,402	-75%	-$640K	0.23%	50
2022 Q4	$808K	Sell	8,536 -468	-5%	-$44.9K	0.62%	26
2022 Q3	$785K	Hold	9,004	–	–	0.64%	26
2022 Q2	$832K	Sell	9,004 -744	-8%	-$74K	0.66%	33
2022 Q1	$1.05M	Sell	9,748 -1,425	-13%	-$154K	0.72%	33
2021 Q4	$1.28M	Buy	11,173 +3,112	+39%	+$355K	0.77%	29
2021 Q3	$880K	Sell	8,061 -20	-0.2%	-$2.2K	0.59%	37
2021 Q2	$913K	Buy	+8,081	New	+$901K	0.65%	36

Other funds holding IJR

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Motive Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.33% in Q2 2026, selling an estimated $2.61K and leaving 5,795 shares worth $859K. The position accounts for 0.35% of the portfolio, ranked #38.

Motive Wealth Advisors first reported a position in IJR in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.28M in Q4 2021. 748 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Motive Wealth Advisors held 5,795 shares of iShares Core S&P Small-Cap ETF worth $859K as of Q2 2026.
Motive Wealth Advisors sold 19 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.61K.
iShares Core S&P Small-Cap ETF made up 0.35% of Motive Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Motive Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Motive Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.28M in Q4 2021.
748 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.