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

Pure Financial 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	$25.3M	Sell	170,533 -873	-0.5%	-$120K	0.32%	49
2026 Q1	$21.3M	Buy	171,406 +2,762	+2%	+$351K	0.31%	51
2025 Q4	$20.3M	Buy	168,644 +3,502	+2%	+$419K	0.3%	52
2025 Q3	$19.6M	Buy	165,142 +2,069	+1%	+$238K	0.31%	51
2025 Q2	$17.8M	Buy	163,073 +135,426	+490%	+$14M	0.31%	52
2025 Q1	$2.89M	Sell	27,647 -881	-3%	-$99.4K	0.06%	109
2024 Q4	$3.29M	Sell	28,528 -1,387	-5%	-$166K	0.07%	94
2024 Q3	$3.5M	Buy	29,915 +1,699	+6%	+$192K	0.08%	89
2024 Q2	$3.01M	Buy	28,216 +1,222	+5%	+$131K	0.08%	97
2024 Q1	$2.98M	Sell	26,994 -696	-3%	-$73.9K	0.09%	97
2023 Q4	$3M	Buy	27,690 +435	+2%	+$41.9K	0.1%	88
2023 Q3	$2.57M	Sell	27,255 -6,278	-19%	-$627K	0.11%	86
2023 Q2	$3.34M	Sell	33,533 -273	-0.8%	-$26K	0.14%	75
2023 Q1	$3.27M	Sell	33,806 -613	-2%	-$61.3K	0.15%	74
2022 Q4	$3.26M	Buy	34,419 +359	+1%	+$34.4K	0.17%	71
2022 Q3	$2.97M	Sell	34,060 -2,155	-6%	-$209K	0.17%	74
2022 Q2	$3.35M	Buy	36,215 +5,046	+16%	+$502K	0.21%	64
2022 Q1	$3.36M	Sell	31,169 -2,691	-8%	-$290K	0.15%	68
2021 Q4	$3.88M	Sell	33,860 -1,601	-5%	-$182K	0.19%	60
2021 Q3	$3.87M	Sell	35,461 -681	-2%	-$75K	0.3%	56
2021 Q2	$4.08M	Sell	36,142 -267	-0.7%	-$29.8K	0.33%	53
2021 Q1	$3.95M	Sell	36,409 -10,751	-23%	-$1.13M	0.39%	49
2020 Q4	$4.33M	Sell	47,160 -14,002	-23%	-$1.15M	0.52%	44
2020 Q3	$4.29M	Sell	61,162 -4,018	-6%	-$288K	0.63%	40
2020 Q2	$4.45M	Sell	65,180 -14,627	-18%	-$923K	0.7%	35
2020 Q1	$4.48M	Buy	79,807 +72,542	+999%	+$5.4M	0.75%	32
2019 Q4	$609K	Sell	7,265 -90	-1%	-$7.24K	0.1%	88
2019 Q3	$573K	Buy	7,355 +62	+0.9%	+$4.8K	0.1%	85
2019 Q2	$571K	Hold	7,293	–	–	0.1%	87
2019 Q1	$563K	Sell	7,293 -209	-3%	-$16.1K	0.11%	82
2018 Q4	$520K	Buy	+7,502	New	+$580K	0.11%	82

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

Pure Financial Advisors's IJR Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.51% in Q2 2026, selling an estimated $120K and leaving 170,533 shares worth $25.3M. The position accounts for 0.32% of the portfolio, ranked #49.

Pure Financial Advisors first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Pure Financial Advisors held 170,533 shares of iShares Core S&P Small-Cap ETF worth $25.3M as of Q2 2026.
Pure Financial Advisors sold 873 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $120K.
iShares Core S&P Small-Cap ETF made up 0.32% of Pure Financial Advisors's portfolio in Q2 2026, its #49 holding.
Pure Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.