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

Portside Wealth 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
2026 Q2	$352K	Buy	+2,375	New	+$326K	0.04%	370

Other funds holding IJR

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

Wealth Enhancement Advisory Services

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

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

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

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

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

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Portside Wealth Group's IJR Position: Q2 2026 in Review

Portside Wealth Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 2,375 shares worth $352K. The stake represents 0.04% of the portfolio and ranks #370 among its holdings.

575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Portside Wealth Group held 2,375 shares of iShares Core S&P Small-Cap ETF worth $352K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Portside Wealth Group position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #370 holding.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.