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

Physician 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	$4.12M	Sell	27,773 -1,192	-4%	-$164K	0.49%	36
2026 Q1	$3.6M	Sell	28,965 -589	-2%	-$74.8K	0.5%	36
2025 Q4	$3.55M	Buy	29,554 +8	+0%	+$957	0.49%	37
2025 Q3	$3.51M	Sell	29,546 -357	-1%	-$41.1K	0.5%	37
2025 Q2	$3.27M	Sell	29,903 -430	-1%	-$44.4K	0.51%	37
2025 Q1	$3.17M	Sell	30,333 -1,651	-5%	-$186K	0.55%	37
2024 Q4	$3.69M	Sell	31,984 -3,249	-9%	-$388K	0.62%	33
2024 Q3	$4.13M	Sell	35,233 -3,078	-8%	-$348K	0.74%	31
2024 Q2	$4.48M	Sell	38,311 -1,674	-4%	-$179K	0.82%	30
2024 Q1	$4.12M	Sell	39,985 -1,526	-4%	-$162K	0.87%	29
2023 Q4	$4.42M	Sell	41,511 -1,568	-4%	-$151K	0.99%	26
2023 Q3	$4M	Sell	43,079 -2,307	-5%	-$230K	1.03%	24
2023 Q2	$4.55M	Sell	45,386 -358	-0.8%	-$34.1K	1.13%	24
2023 Q1	$4.37M	Sell	45,744 -18,472	-29%	-$1.85M	1.15%	22
2022 Q4	$6.48M	Sell	64,216 -7,588	-11%	-$728K	1.75%	16
2022 Q3	$6.62M	Sell	71,804 -4,841	-6%	-$470K	2.03%	13
2022 Q2	$7.81M	Buy	76,645 +17,555	+30%	+$1.75M	2.26%	9
2022 Q1	$6.13M	Sell	59,090 -4,414	-7%	-$476K	1.63%	13
2021 Q4	$7.19M	Buy	63,504 +776	+1%	+$88.4K	1.88%	10
2021 Q3	$7.03M	Buy	62,728 +1,427	+2%	+$157K	1.93%	10
2021 Q2	$6.59M	Buy	61,301 +647	+1%	+$72.2K	1.89%	12
2021 Q1	$6.71M	Sell	60,654 -1,517	-2%	-$159K	2.18%	10
2020 Q4	$6.48M	Sell	62,171 -35,737	-37%	-$2.94M	2.21%	11
2020 Q3	$7.2M	Sell	97,908 -12,689	-11%	-$909K	2.89%	6
2020 Q2	$8.38M	Buy	110,597 +48,511	+78%	+$3.06M	3.38%	4
2020 Q1	$3.56M	Buy	62,086 +8,376	+16%	+$624K	1.78%	16
2019 Q4	$4.5M	Buy	53,710 +1,975	+4%	+$159K	2%	11
2019 Q3	$4.24M	Buy	+51,735	New	+$4.01M	2.07%	10

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

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

Physician Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.1% in Q2 2026, selling an estimated $164K and leaving 27,773 shares worth $4.12M. The position accounts for 0.49% of the portfolio, ranked #36.

Physician Wealth Advisors first reported a position in IJR in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.38M in Q2 2020. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Physician Wealth Advisors held 27,773 shares of iShares Core S&P Small-Cap ETF worth $4.12M as of Q2 2026.
Physician Wealth Advisors sold 1,192 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $164K.
iShares Core S&P Small-Cap ETF made up 0.49% of Physician Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Physician Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $8.38M in Q2 2020.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.