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

Strathmore Capital 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	$1.71M	Sell	11,660 -994	-8%	-$136K	0.46%	32
2026 Q1	$1.72M	Buy	12,654 +7,520	+146%	+$955K	0.49%	30
2025 Q4	$617K	Sell	5,134 -487	-9%	-$58.2K	0.2%	62
2025 Q3	$668K	Buy	5,621 +350	+7%	+$40.3K	0.27%	53
2025 Q2	$595K	Buy	+5,271	New	+$545K	0.26%	55

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

Strathmore Capital Advisors's IJR Position: Q2 2026 in Review

Strathmore Capital Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.9% in Q2 2026, selling an estimated $136K and leaving 11,660 shares worth $1.71M. The position accounts for 0.46% of the portfolio, ranked #32.

Strathmore Capital Advisors first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q1 2026. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Strathmore Capital Advisors held 11,660 shares of iShares Core S&P Small-Cap ETF worth $1.71M as of Q2 2026.
Strathmore Capital Advisors sold 994 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $136K.
iShares Core S&P Small-Cap ETF made up 0.46% of Strathmore Capital Advisors's portfolio in Q2 2026, its #32 holding.
Strathmore Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Strathmore Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.72M in Q1 2026.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.