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

Strata 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
Q1 		$314K Sell
2,525
-49
-2% -$6.22K 0.09% 69
2025
Q4 		$309K Sell
2,574
-362
-12% -$43.3K 0.09% 69
2025
Q3 		$349K Buy
+2,936
New +$338K 0.09% 70

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strata Wealth Advisors's IJR Position: Q1 2026 in Review

Strata Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q1 2026, selling an estimated $6.22K and leaving 2,525 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #69.

Strata Wealth Advisors first reported a position in IJR in Q3 2025 and has held it in 3 quarters since. The position peaked at $349K in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Strata Wealth Advisors held 2,525 shares of iShares Core S&P Small-Cap ETF worth $314K as of Q1 2026.
  • Strata Wealth Advisors sold 49 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $6.22K.
  • iShares Core S&P Small-Cap ETF made up 0.09% of Strata Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Strata Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Strata Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $349K in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.