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

Strategies 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 Q2	$691K	Buy	4,658 +552	+13%	+$75.8K	0.06%	98
2026 Q1	$510K	Sell	4,106 -352	-8%	-$44.7K	0.05%	101
2025 Q4	$536K	Sell	4,458 -354	-7%	-$42.3K	0.05%	92
2025 Q3	$572K	Sell	4,812 -2,223	-32%	-$256K	0.06%	96
2025 Q2	$769K	Sell	7,035 -1,298	-16%	-$134K	0.08%	70
2025 Q1	$871K	Sell	8,333 -246	-3%	-$27.8K	0.11%	61
2024 Q4	$1.01M	Buy	8,579 +662	+8%	+$79.1K	0.13%	52
2024 Q3	$926K	Sell	7,917 -401	-5%	-$45.3K	0.12%	43
2024 Q2	$887K	Buy	8,318 +82	+1%	+$8.77K	0.13%	41
2024 Q1	$910K	Sell	8,236 -2,406	-23%	-$255K	0.14%	41
2023 Q4	$1.15M	Sell	10,642 -576	-5%	-$55.5K	0.2%	38
2023 Q3	$1.06M	Sell	11,218 -192	-2%	-$19.2K	0.21%	39
2023 Q2	$1.14M	Sell	11,410 -2,955	-21%	-$281K	0.23%	40
2023 Q1	$1.39M	Sell	14,365 -214	-1%	-$21.4K	0.31%	36
2022 Q4	$1.38M	Buy	+14,579	New	+$1.4M	0.34%	34
2022 Q2	$1.05M	Buy	11,337 +1,846	+19%	+$184K	0.3%	39
2022 Q1	$1.02M	Sell	9,491 -47	-0.5%	-$5.07K	0.27%	41
2021 Q4	$1.09M	Buy	+9,538	New	+$1.09M	0.31%	37

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

Strategies Wealth Advisors's IJR Position: Q2 2026 in Review

Strategies Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q2 2026, buying an estimated $75.8K and bringing the position to 4,658 shares worth $691K. The position accounts for 0.06% of the portfolio, ranked #98.

Strategies Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q1 2023. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Strategies Wealth Advisors held 4,658 shares of iShares Core S&P Small-Cap ETF worth $691K as of Q2 2026.
Strategies Wealth Advisors bought 552 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $75.8K.
iShares Core S&P Small-Cap ETF made up 0.06% of Strategies Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Strategies Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Strategies Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.39M in Q1 2023.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.