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

Soltis Investment 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 		$10.4M Sell
70,134
-659
-0.9% -$90.4K 0.58% 38
2026
Q1 		$8.8M Sell
70,793
-1,965
-3% -$250K 0.56% 41
2025
Q4 		$8.74M Buy
72,758
+6,867
+10% +$821K 0.58% 35
2025
Q3 		$7.83M Buy
65,891
+990
+2% +$114K 0.54% 43
2025
Q2 		$7.09M Buy
64,901
+85
+0.1% +$8.79K 0.56% 43
2025
Q1 		$6.78M Sell
64,816
-1,829
-3% -$206K 0.61% 42
2024
Q4 		$7.68M Sell
66,645
-1,101
-2% -$132K 0.71% 27
2024
Q3 		$7.92M Buy
67,746
+1,636
+2% +$185K 0.77% 29
2024
Q2 		$7.05M Buy
66,110
+636
+1% +$68K 0.75% 29
2024
Q1 		$7.24M Buy
65,474
+184
+0.3% +$19.5K 0.81% 28
2023
Q4 		$7.07M Buy
65,290
+552
+0.9% +$53.2K 0.8% 29
2023
Q3 		$6.11M Buy
64,738
+2,130
+3% +$213K 0.79% 28
2023
Q2 		$6.24M Sell
62,608
-6,828
-10% -$650K 0.73% 29
2023
Q1 		$6.71M Sell
69,436
-6,815
-9% -$681K 0.85% 22
2022
Q4 		$7.22M Buy
76,251
+1,075
+1% +$103K 0.95% 20
2022
Q3 		$6.55M Buy
75,176
+1,559
+2% +$151K 0.99% 23
2022
Q2 		$6.8M Sell
73,617
-8,029
-10% -$798K 0.99% 22
2022
Q1 		$8.81M Buy
81,646
+624
+0.8% +$67.3K 1.22% 14
2021
Q4 		$9.28M Buy
81,022
+2,257
+3% +$257K 1.31% 13
2021
Q3 		$8.6M Sell
78,765
-8,435
-10% -$929K 1.33% 14
2021
Q2 		$9.85M Buy
87,200
+3,738
+4% +$417K 1.56% 12
2021
Q1 		$9.06M Buy
83,462
+19,485
+30% +$2.04M 1.65% 9
2020
Q4 		$5.88M Buy
63,977
+3,467
+6% +$285K 1.09% 17
2020
Q3 		$4.25M Buy
60,510
+1,254
+2% +$89.9K 1% 22
2020
Q2 		$4.05M Sell
59,256
-9,685
-14% -$611K 1.05% 23
2020
Q1 		$3.87M Sell
68,941
-54,131
-44% -$4.03M 1.2% 24
2019
Q4 		$10.3M Buy
+123,072
New +$9.9M 1.99% 12

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Soltis Investment Advisors's IJR Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.93% in Q2 2026, selling an estimated $90.4K and leaving 70,134 shares worth $10.4M. The position accounts for 0.58% of the portfolio, ranked #38.

Soltis Investment Advisors first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Soltis Investment Advisors held 70,134 shares of iShares Core S&P Small-Cap ETF worth $10.4M as of Q2 2026.
  • Soltis Investment Advisors sold 659 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $90.4K.
  • iShares Core S&P Small-Cap ETF made up 0.58% of Soltis Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Soltis Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.