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

Powell Investment 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 		$1.05M Buy
7,072
+48
+0.7% +$6.59K 0.33% 43
2026
Q1 		$873K Sell
7,024
-4
-0.1% -$508 0.3% 51
2025
Q4 		$845K Buy
7,028
+33
+0.5% +$3.95K 0.29% 51
2025
Q3 		$831K Buy
6,995
+26
+0.4% +$2.99K 0.29% 50
2025
Q2 		$762K Buy
6,969
+1,185
+20% +$122K 0.29% 52
2025
Q1 		$605K Buy
5,784
+962
+20% +$109K 0.3% 51
2024
Q4 		$556K Buy
4,822
+47
+1% +$5.62K 0.26% 59
2024
Q3 		$558K Buy
4,775
+999
+26% +$113K 0.26% 58
2024
Q2 		$403K Sell
3,776
-670
-15% -$71.7K 0.21% 71
2024
Q1 		$491K Sell
4,446
-1,672
-27% -$178K 0.26% 63
2023
Q4 		$662K Buy
6,118
+2,396
+64% +$231K 0.37% 44
2023
Q3 		$353K Hold
3,722
– – 0.21% 72
2023
Q2 		$371K Sell
3,722
-22
-0.6% -$2.1K 0.22% 74
2023
Q1 		$362K Sell
3,744
-194
-5% -$19.4K 0.2% 77
2022
Q4 		$373K Buy
3,938
+21
+0.5% +$2.01K 0.22% 76
2022
Q3 		$342K Hold
3,917
– – 0.22% 78
2022
Q2 		$362K Buy
3,917
+558
+17% +$55.5K 0.22% 69
2022
Q1 		$362K Buy
3,359
+153
+5% +$16.5K 0.21% 67
2021
Q4 		$367K Buy
3,206
+36
+1% +$4.1K 0.21% 65
2021
Q3 		$346K Hold
3,170
– – 0.21% 65
2021
Q2 		$358K Buy
3,170
+15
+0.5% +$1.67K 0.22% 62
2021
Q1 		$342K Buy
3,155
+958
+44% +$100K 0.22% 62
2020
Q4 		$202K Buy
2,197
+2
+0.1% +$164 0.15% 86
2020
Q3 		$154K Buy
2,195
+4
+0.2% +$287 0.13% 92
2020
Q2 		$150K Buy
2,191
+7
+0.3% +$442 0.15% 93
2020
Q1 		$123K Buy
2,184
+575
+36% +$42.8K 0.15% 93
2019
Q4 		$135K Buy
+1,609
New +$129K 0.14% 105

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Powell Investment Advisors's IJR Position: Q2 2026 in Review

Powell Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.68% in Q2 2026, buying an estimated $6.59K and bringing the position to 7,072 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #43.

Powell Investment Advisors first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Powell Investment Advisors held 7,072 shares of iShares Core S&P Small-Cap ETF worth $1.05M as of Q2 2026.
  • Powell Investment Advisors bought 48 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.59K.
  • iShares Core S&P Small-Cap ETF made up 0.33% of Powell Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Powell Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.