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

SOA 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	$3.4M	Sell	22,895 -2,184	-9%	-$300K	0.57%	33
2026 Q1	$3.12M	Sell	25,079 -1,241	-5%	-$158K	0.59%	34
2025 Q4	$3.16M	Sell	26,320 -1,140	-4%	-$136K	0.53%	36
2025 Q3	$3.26M	Sell	27,460 -1,440	-5%	-$166K	0.56%	35
2025 Q2	$3.16M	Sell	28,900 -1,511	-5%	-$156K	0.59%	33
2025 Q1	$3.18M	Sell	30,411 -207	-0.7%	-$23.4K	0.66%	30
2024 Q4	$3.53M	Sell	30,618 -766	-2%	-$91.5K	0.65%	32
2024 Q3	$3.67M	Sell	31,384 -126	-0.4%	-$14.2K	0.7%	32
2024 Q2	$3.36M	Sell	31,510 -4,758	-13%	-$509K	0.68%	31
2024 Q1	$4.01M	Sell	36,268 -894	-2%	-$94.9K	0.83%	27
2023 Q4	$4.02M	Sell	37,162 -4,441	-11%	-$428K	0.9%	24
2023 Q3	$3.92M	Sell	41,603 -1,615	-4%	-$161K	0.98%	23
2023 Q2	$4.31M	Sell	43,218 -17,096	-28%	-$1.63M	1.01%	22
2023 Q1	$5.83M	Sell	60,314 -123	-0.2%	-$12.3K	1.44%	17
2022 Q4	$5.72M	Buy	60,437 +915	+2%	+$87.8K	1.54%	16
2022 Q3	$5.19M	Sell	59,522 -163	-0.3%	-$15.8K	1.56%	15
2022 Q2	$5.51M	Sell	59,685 -1,767	-3%	-$176K	1.63%	13
2022 Q1	$6.63M	Buy	61,452 +1,087	+2%	+$117K	1.62%	14
2021 Q4	$6.92M	Sell	60,365 -188	-0.3%	-$21.4K	1.68%	14
2021 Q3	$6.61M	Buy	60,553 +609	+1%	+$67.1K	1.69%	12
2021 Q2	$6.77M	Sell	59,944 -3,094	-5%	-$345K	1.74%	12
2021 Q1	$6.84M	Sell	63,038 -2,620	-4%	-$274K	1.91%	9
2020 Q4	$6.97M	Buy	+65,658	New	+$5.39M	1.9%	11

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

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

SOA Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.7% in Q2 2026, selling an estimated $300K and leaving 22,895 shares worth $3.4M. The position accounts for 0.57% of the portfolio, ranked #33.

SOA Wealth Advisors first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.97M in Q4 2020. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

SOA Wealth Advisors held 22,895 shares of iShares Core S&P Small-Cap ETF worth $3.4M as of Q2 2026.
SOA Wealth Advisors sold 2,184 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $300K.
iShares Core S&P Small-Cap ETF made up 0.57% of SOA Wealth Advisors's portfolio in Q2 2026, its #33 holding.
SOA 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.
SOA Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $6.97M in Q4 2020.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.