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

Sierra Summit 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	$786K	Hold	5,300	–	–	0.09%	152
2026 Q1	$659K	Buy	5,300 +341	+7%	+$43.3K	0.1%	148
2025 Q4	$596K	Sell	4,959 -575	-10%	-$68.8K	0.09%	142
2025 Q3	$658K	Sell	5,534 -330	-6%	-$38K	0.1%	143
2025 Q2	$641K	Sell	5,864 -192	-3%	-$19.8K	0.11%	136
2025 Q1	$633K	Sell	6,056 -7,525	-55%	-$849K	0.14%	114
2024 Q4	$1.56M	Sell	13,581 -13	-0.1%	-$1.55K	0.31%	50
2024 Q3	$1.59M	Buy	13,594 +125	+0.9%	+$14.1K	0.37%	45
2024 Q2	$1.44M	Buy	13,469 +1,832	+16%	+$196K	0.36%	45
2024 Q1	$1.29M	Sell	11,637 -290	-2%	-$30.8K	0.35%	44
2023 Q4	$1.29M	Buy	+11,927	New	+$1.15M	0.38%	45

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

Sierra Summit Advisors's IJR Position: Q2 2026 in Review

Sierra Summit Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 5,300 shares worth $786K. The position accounts for 0.09% of the portfolio, ranked #152.

Sierra Summit Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sierra Summit Advisors held 5,300 shares of iShares Core S&P Small-Cap ETF worth $786K as of Q2 2026.
Sierra Summit Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.09% of Sierra Summit Advisors's portfolio in Q2 2026, its #152 holding.
Sierra Summit Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Sierra Summit Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.59M in Q3 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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