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

SoundView 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 Q3	$11.2M	Sell	81,961 -7,710	-9%	-$1.12M	3.57%	8
2026 Q2	$13.3M	Buy	89,671 +586	+0.7%	+$80.4K	4.33%	8
2026 Q1	$11.1M	Sell	89,085 -1,632	-2%	-$207K	3.94%	8
2025 Q4	$10.9M	Buy	+90,717	New	+$10.8M	3.8%	8
2025 Q3	–	Sell	-86,117	Closed	-$9.41M	–	31
2025 Q2	$9.41M	Buy	86,117 +2,570	+3%	+$266K	3.47%	8
2025 Q1	$8.74M	Sell	83,547 -3,236	-4%	-$365K	3.6%	8
2024 Q4	$10M	Buy	+86,783	New	+$10.4M	4.12%	7

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SoundView Advisors's IJR Position: Q3 2026 in Review

SoundView Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.6% in Q3 2026, selling an estimated $1.12M and leaving 81,961 shares worth $11.2M. The position accounts for 3.57% of the portfolio, ranked #8.

SoundView Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3M in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

SoundView Advisors held 81,961 shares of iShares Core S&P Small-Cap ETF worth $11.2M as of Q3 2026.
SoundView Advisors sold 7,710 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.12M.
iShares Core S&P Small-Cap ETF made up 3.57% of SoundView Advisors's portfolio in Q3 2026, its #8 holding.
SoundView Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
SoundView Advisors's iShares Core S&P Small-Cap ETF position peaked at $13.3M in Q2 2026.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on SoundView Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.