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

Sax 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	$11.7M	Buy	93,964 +17,383	+23%	+$2.39M	0.48%	36
2026 Q1	$9.2M	Hold	76,581	–	–	0.45%	38
2025 Q4	$9.2M	Sell	76,581 -5,602	-7%	-$670K	0.43%	40
2025 Q3	$9.77M	Sell	82,183 -8,080	-9%	-$929K	0.53%	32
2025 Q2	$9.86M	Sell	90,263 -5,869	-6%	-$607K	0.6%	30
2025 Q1	$10.1M	Sell	96,132 -5,073	-5%	-$572K	0.72%	25
2024 Q4	$11.7M	Sell	101,205 -8,230	-8%	-$983K	0.91%	22
2024 Q3	$12.8M	Sell	109,435 -6,210	-5%	-$702K	1.14%	19
2024 Q2	$12.3M	Sell	115,645 -4,681	-4%	-$501K	1.18%	18
2024 Q1	$13.3M	Sell	120,326 -3,580	-3%	-$380K	1.55%	16
2023 Q4	$13.4M	Buy	123,906 +1,929	+2%	+$186K	2.19%	14
2023 Q3	$11.5M	Sell	121,977 -495	-0.4%	-$49.4K	2.27%	11
2023 Q2	$12.2M	Sell	122,472 -604	-0.5%	-$57.5K	2.43%	10
2023 Q1	$11.9M	Sell	123,076 -950	-0.8%	-$95K	2.59%	9
2022 Q4	$11.7M	Buy	124,026 +2,786	+2%	+$267K	2.71%	10
2022 Q3	$10.6M	Buy	121,240 +10,221	+9%	+$993K	2.72%	9
2022 Q2	$10.3M	Buy	111,019 +4,375	+4%	+$435K	2.61%	9
2022 Q1	$11.5M	Sell	106,644 -16,898	-14%	-$1.82M	2.78%	8
2021 Q4	$14.1M	Buy	123,542 +3,020	+3%	+$344K	2.95%	9
2021 Q3	$13.2M	Buy	120,522 +3,088	+3%	+$340K	3.12%	9
2021 Q2	$13.3M	Sell	117,434 -23,087	-16%	-$2.58M	4.55%	5
2021 Q1	$15.3M	Buy	140,521 +29,736	+27%	+$3.11M	5.58%	4
2020 Q4	$10.2M	Buy	+110,785	New	+$9.1M	4.68%	5

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

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

Sax Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 23% in Q2 2026, buying an estimated $2.39M and bringing the position to 93,964 shares worth $11.7M. The position accounts for 0.48% of the portfolio, ranked #36.

Sax Wealth Advisors first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.3M in Q1 2021. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sax Wealth Advisors held 93,964 shares of iShares Core S&P Small-Cap ETF worth $11.7M as of Q2 2026.
Sax Wealth Advisors bought 17,383 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.39M.
iShares Core S&P Small-Cap ETF made up 0.48% of Sax Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Sax Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $15.3M in Q1 2021.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.