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

Primoris 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	$560K	Sell	3,776 -626	-14%	-$85.9K	0.26%	72
2026 Q1	$547K	Hold	4,402	–	–	0.38%	51
2025 Q4	$529K	Sell	4,402 -99	-2%	-$11.8K	0.32%	64
2025 Q3	$535K	Hold	4,501	–	–	0.34%	63
2025 Q2	$492K	Buy	4,501 +1	+0%	+$103	0.34%	62
2025 Q1	$471K	Sell	4,500 -124	-3%	-$14K	0.36%	62
2024 Q4	$533K	Buy	4,624 +5	+0.1%	+$597	0.41%	56
2024 Q3	$540K	Sell	4,619 -20	-0.4%	-$2.26K	0.39%	64
2024 Q2	$495K	Hold	4,639	–	–	0.4%	65
2024 Q1	$513K	Buy	4,639 +1	+0%	+$106	0.41%	59
2023 Q4	$502K	Buy	+4,638	New	+$447K	0.47%	53
2022 Q2	–	Sell	-2,447	Closed	-$265K	–	83
2022 Q1	$265K	Sell	2,447 -183	-7%	-$19.7K	0.25%	61
2021 Q4	$299K	Buy	+2,630	New	+$300K	0.24%	66

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

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

Primoris Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, selling an estimated $85.9K and leaving 3,776 shares worth $560K. The position accounts for 0.26% of the portfolio, ranked #72.

Primoris Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 13 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Primoris Wealth Advisors held 3,776 shares of iShares Core S&P Small-Cap ETF worth $560K as of Q2 2026.
Primoris Wealth Advisors sold 626 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $85.9K.
iShares Core S&P Small-Cap ETF made up 0.26% of Primoris Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Primoris Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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