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

Signal Advisors Wealth’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	$673K	Buy	4,535 +2,869	+172%	+$394K	0.03%	355
2026 Q1	$207K	Sell	1,666 -92	-5%	-$11.7K	0.01%	555
2025 Q4	$211K	Sell	1,758 -1,096	-38%	-$131K	0.02%	487
2025 Q3	$339K	Buy	2,854 +715	+33%	+$82.2K	0.03%	333
2025 Q2	$234K	Sell	2,139 -2,598	-55%	-$269K	0.02%	423
2025 Q1	$495K	Sell	4,737 -328	-6%	-$37K	0.05%	277
2024 Q4	$584K	Buy	5,065 +1,924	+61%	+$230K	0.07%	243
2024 Q3	$367K	Buy	+3,141	New	+$355K	0.05%	309

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

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

Signal Advisors Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 172% in Q2 2026, buying an estimated $394K and bringing the position to 4,535 shares worth $673K. The position accounts for 0.03% of the portfolio, ranked #355.

Signal Advisors Wealth first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Signal Advisors Wealth held 4,535 shares of iShares Core S&P Small-Cap ETF worth $673K as of Q2 2026.
Signal Advisors Wealth bought 2,869 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $394K.
iShares Core S&P Small-Cap ETF made up 0.03% of Signal Advisors Wealth's portfolio in Q2 2026, its #355 holding.
Signal Advisors Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.