Paladin Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-28,903	Closed	-$2.74M	–	368
2022 Q4	$2.74M	Sell	28,903 -708	-2%	-$67.9K	2.34%	11
2022 Q3	$2.58M	Sell	29,611 -2,835	-9%	-$275K	2.36%	11
2022 Q2	$3M	Buy	+32,446	New	+$3.23M	2.58%	9
2022 Q1	–	Sell	-32,403	Closed	-$3.71M	–	381
2021 Q4	$3.71M	Buy	+32,403	New	+$3.69M	3.01%	7

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

Paladin Advisory Group's IJR Position: Q2 2026 in Review

Paladin Advisory Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 10,159 shares worth $1.51M. The position accounts for 1% of the portfolio, ranked #30.

Paladin Advisory Group first reported a position in IJR in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.53M in Q1 2022. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Paladin Advisory Group held 10,159 shares of iShares Core S&P Small-Cap ETF worth $1.51M as of Q2 2026.
Paladin Advisory Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 1% of Paladin Advisory Group's portfolio in Q2 2026, its #30 holding.
Paladin Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $3.53M in Q1 2022.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.