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

Stratos 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 		$2.63M Buy
17,717
+1,275
+8% +$175K 0.14% 138
2026
Q1 		$2.04M Sell
16,442
-9,207
-36% -$1.17M 0.13% 169
2025
Q4 		$3.08M Sell
25,649
-2,440
-9% -$292K 0.15% 152
2025
Q3 		$3.34M Sell
28,089
-990
-3% -$114K 0.16% 136
2025
Q2 		$3.18M Buy
29,079
+339
+1% +$35K 0.17% 133
2025
Q1 		$3.01M Sell
28,740
-5,169
-15% -$583K 0.16% 127
2024
Q4 		$3.91M Sell
33,909
-26,748
-44% -$3.2M 0.19% 121
2024
Q3 		$7.09M Sell
60,657
-16,599
-21% -$1.88M 0.33% 71
2024
Q2 		$8.24M Sell
77,256
-64,997
-46% -$6.95M 0.41% 60
2024
Q1 		$15.7M Sell
142,253
-460
-0.3% -$48.8K 0.93% 17
2023
Q4 		$15.4M Buy
142,713
+886
+0.6% +$85.4K 0.89% 17
2023
Q3 		$13.4M Buy
141,827
+2,297
+2% +$229K 0.88% 16
2023
Q2 		$13.9M Buy
139,530
+6,646
+5% +$633K 0.99% 12
2023
Q1 		$12.8M Buy
132,884
+36,994
+39% +$3.7M 0.99% 12
2022
Q4 		$9.08M Buy
95,890
+14,914
+18% +$1.43M 0.76% 18
2022
Q3 		$7.06M Buy
80,976
+5,562
+7% +$540K 0.74% 22
2022
Q2 		$6.97M Sell
75,414
-9,146
-11% -$910K 0.63% 27
2022
Q1 		$9.12M Buy
84,560
+7,525
+10% +$812K 0.74% 21
2021
Q4 		$8.82M Buy
77,035
+8,606
+13% +$981K 0.64% 28
2021
Q3 		$7.47M Buy
68,429
+786
+1% +$86.5K 0.64% 30
2021
Q2 		$7.64M Buy
67,643
+9,494
+16% +$1.06M 0.68% 23
2021
Q1 		$6.31M Sell
58,149
-1,179
-2% -$123K 0.67% 20
2020
Q4 		$5.45M Buy
59,328
+2,809
+5% +$231K 0.75% 26
2020
Q3 		$3.97M Buy
56,519
+593
+1% +$42.5K 0.97% 30
2020
Q2 		$3.82M Buy
55,926
+827
+2% +$52.2K 1.17% 20
2020
Q1 		$3.09M Buy
55,099
+6,098
+12% +$454K 2.19% 8
2019
Q4 		$4.11M Sell
49,001
-4,310
-8% -$347K 2.33% 7
2019
Q3 		$4.15M Buy
53,311
+4,332
+9% +$335K 1.59% 13
2019
Q2 		$3.83M Buy
48,979
+38,512
+368% +$2.99M 1.53% 15
2019
Q1 		$808K Buy
10,467
+105
+1% +$8.06K 0.44% 58
2018
Q4 		$718K Buy
+10,362
New +$801K 0.48% 62

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Stratos Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.8% in Q2 2026, buying an estimated $175K and bringing the position to 17,717 shares worth $2.63M. The position accounts for 0.14% of the portfolio, ranked #138.

Stratos Wealth Advisors first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.7M in Q1 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Stratos Wealth Advisors held 17,717 shares of iShares Core S&P Small-Cap ETF worth $2.63M as of Q2 2026.
  • Stratos Wealth Advisors bought 1,275 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $175K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Stratos Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Stratos Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Stratos Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $15.7M in Q1 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.