Stephen J. Garry & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stephen J. Garry & Associates’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	$378K	Hold	2,546	–	–	0.28%	40
2026 Q1	$316K	Sell	2,546 -50	-2%	-$6.35K	0.25%	41
2025 Q4	$312K	Hold	2,596	–	–	0.25%	40
2025 Q3	$308K	Hold	2,596	–	–	0.25%	39
2025 Q2	$284K	Sell	2,596 -71	-3%	-$7.34K	0.25%	37
2025 Q1	$279K	Hold	2,667	–	–	0.26%	33
2024 Q4	$307K	Buy	2,667 +100	+4%	+$11.9K	0.28%	33
2024 Q3	$300K	Sell	2,567 -200	-7%	-$22.6K	0.29%	32
2024 Q2	$295K	Hold	2,767	–	–	0.3%	32
2024 Q1	$306K	Hold	2,767	–	–	0.32%	30
2023 Q4	$300K	Buy	+2,767	New	+$267K	0.33%	31

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

Stephen J. Garry & Associates's IJR Position: Q2 2026 in Review

Stephen J. Garry & Associates held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,546 shares worth $378K. The position accounts for 0.28% of the portfolio, ranked #40.

Stephen J. Garry & Associates first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Stephen J. Garry & Associates held 2,546 shares of iShares Core S&P Small-Cap ETF worth $378K as of Q2 2026.
Stephen J. Garry & Associates left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.28% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #40 holding.
Stephen J. Garry & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.