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

Savvy Advisors Inc’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	$12.1M	Buy	81,327 +31,708	+64%	+$4.35M	0.26%	79
2026 Q1	$6.17M	Sell	49,619 -747	-1%	-$94.9K	0.16%	104
2025 Q4	$6.05M	Buy	50,366 +9,049	+22%	+$1.08M	0.2%	88
2025 Q3	$4.91M	Buy	41,317 +3,041	+8%	+$350K	0.23%	75
2025 Q2	$4.18M	Buy	38,276 +4,197	+12%	+$434K	0.28%	61
2025 Q1	$3.56M	Buy	34,079 +10,833	+47%	+$1.22M	0.36%	55
2024 Q4	$2.68M	Buy	23,246 +4,943	+27%	+$591K	0.32%	54
2024 Q3	$2.14M	Buy	18,303 +12,607	+221%	+$1.42M	0.43%	42
2024 Q2	$608K	Buy	5,696 +1,406	+33%	+$150K	0.2%	113
2024 Q1	$474K	Buy	4,290 +219	+5%	+$23.3K	0.27%	99
2023 Q4	$441K	Buy	+4,071	New	+$392K	0.43%	71

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

Savvy Advisors Inc's IJR Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Core S&P Small-Cap ETF (IJR) stake by 64% in Q2 2026, buying an estimated $4.35M and bringing the position to 81,327 shares worth $12.1M. The position accounts for 0.26% of the portfolio, ranked #79.

Savvy Advisors Inc first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Savvy Advisors Inc held 81,327 shares of iShares Core S&P Small-Cap ETF worth $12.1M as of Q2 2026.
Savvy Advisors Inc bought 31,708 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.35M.
iShares Core S&P Small-Cap ETF made up 0.26% of Savvy Advisors Inc's portfolio in Q2 2026, its #79 holding.
Savvy Advisors Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.