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

Sound View Wealth Advisors Group’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 		$1.12M Sell
7,563
-504
-6% -$69.2K 0.07% 180
2026
Q1 		$1M Buy
8,067
+462
+6% +$58.7K 0.07% 190
2025
Q4 		$914K Sell
7,605
-50
-0.7% -$5.98K 0.06% 202
2025
Q3 		$910K Buy
7,655
+207
+3% +$23.8K 0.06% 202
2025
Q2 		$814K Buy
7,448
+635
+9% +$65.6K 0.06% 212
2025
Q1 		$712K Buy
6,813
+383
+6% +$43.2K 0.06% 215
2024
Q4 		$741K Sell
6,430
-456
-7% -$54.5K 0.06% 215
2024
Q3 		$805K Buy
6,886
+384
+6% +$43.4K 0.07% 206
2024
Q2 		$693K Sell
6,502
-2,978
-31% -$319K 0.07% 203
2024
Q1 		$1.05M Sell
9,480
-1,107
-10% -$118K 0.11% 159
2023
Q4 		$1.15M Buy
10,587
+1,793
+20% +$173K 0.13% 146
2023
Q3 		$830K Buy
8,794
+2,054
+30% +$205K 0.1% 164
2023
Q2 		$672K Buy
6,740
+275
+4% +$26.2K 0.09% 189
2023
Q1 		$625K Sell
6,465
-4,122
-39% -$412K 0.09% 192
2022
Q4 		$1.15M Buy
10,587
+4,566
+76% +$438K 0.13% 146
2022
Q3 		$525K Buy
6,021
+55
+0.9% +$5.34K 0.12% 155
2022
Q2 		$551K Sell
5,966
-978
-14% -$97.3K 0.12% 157
2022
Q1 		$749K Sell
6,944
-1,621
-19% -$175K 0.14% 141
2021
Q4 		$981K Buy
8,565
+501
+6% +$57.1K 0.19% 119
2021
Q3 		$881K Buy
8,064
+2,232
+38% +$246K 0.18% 123
2021
Q2 		$659K Buy
5,832
+269
+5% +$30K 0.14% 143
2021
Q1 		$604K Sell
5,563
-143
-3% -$15K 0.14% 141
2020
Q4 		$524K Buy
5,706
+47
+0.8% +$3.86K 0.13% 145
2020
Q3 		$397K Sell
5,659
-323
-5% -$23.1K 0.1% 168
2020
Q2 		$409K Sell
5,982
-489
-8% -$30.9K 0.12% 154
2020
Q1 		$363K Buy
6,471
+933
+17% +$69.5K 0.13% 146
2019
Q4 		$464K Buy
5,538
+1,075
+24% +$86.5K 0.13% 144
2019
Q3 		$347K Buy
4,463
+113
+3% +$8.75K 0.1% 169
2019
Q2 		$341K Buy
+4,350
New +$338K 0.1% 173

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

Sound View Wealth Advisors Group's IJR Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.2% in Q2 2026, selling an estimated $69.2K and leaving 7,563 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #180.

Sound View Wealth Advisors Group first reported a position in IJR in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.15M in Q4 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sound View Wealth Advisors Group held 7,563 shares of iShares Core S&P Small-Cap ETF worth $1.12M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 504 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $69.2K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #180 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's iShares Core S&P Small-Cap ETF position peaked at $1.15M in Q4 2023.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.