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

Prosperity Capital 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	$770K	Sell	5,194 -6,787	-57%	-$931K	0.04%	222
2026 Q1	$1.49M	Buy	11,981 +7,185	+150%	+$913K	0.08%	143
2025 Q4	$576K	Sell	4,796 -387	-7%	-$46.3K	0.03%	234
2025 Q3	$616K	Buy	5,183 +611	+13%	+$70.3K	0.04%	244
2025 Q2	$500K	Sell	4,572 -778	-15%	-$80.4K	0.03%	262
2025 Q1	$561K	Sell	5,350 -284	-5%	-$32K	0.04%	222
2024 Q4	$649K	Sell	5,634 -2,145	-28%	-$256K	0.05%	196
2024 Q3	$910K	Sell	7,779 -2,146	-22%	-$242K	0.08%	168
2024 Q2	$1.06M	Sell	9,925 -6,173	-38%	-$660K	0.12%	129
2024 Q1	$1.78M	Buy	16,098 +13,764	+590%	+$1.46M	0.21%	84
2023 Q4	$253K	Sell	2,334 -899	-28%	-$86.6K	0.03%	228
2023 Q3	$305K	Sell	3,233 -8,436	-72%	-$843K	0.04%	184
2023 Q2	$1.16M	Buy	+11,669	New	+$1.11M	0.16%	79

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 22.9% 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

Prosperity Capital Advisors's IJR Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 57% in Q2 2026, selling an estimated $931K and leaving 5,194 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #222.

Prosperity Capital Advisors first reported a position in IJR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.78M in Q1 2024. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Prosperity Capital Advisors held 5,194 shares of iShares Core S&P Small-Cap ETF worth $770K as of Q2 2026.
Prosperity Capital Advisors sold 6,787 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $931K.
iShares Core S&P Small-Cap ETF made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #222 holding.
Prosperity Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Prosperity Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.78M in Q1 2024.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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