Summit Investment Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Summit Investment Advisory Services’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	$1.7M	Sell	11,434 -293	-2%	-$40.2K	0.43%	26
2026 Q1	$1.46M	Sell	11,727 -8	-0.1%	-$1.02K	0.54%	25
2025 Q4	$1.41M	Buy	11,735 +2,015	+21%	+$241K	0.53%	23
2025 Q3	$1.15M	Sell	9,720 -616	-6%	-$70.8K	0.46%	25
2025 Q2	$1.13M	Sell	10,336 -71	-0.7%	-$7.34K	0.49%	23
2025 Q1	$1.09M	Sell	10,407 -345	-3%	-$38.9K	0.53%	23
2024 Q4	$1.24M	Buy	10,752 +62	+0.6%	+$7.41K	0.64%	24
2024 Q3	$1.25M	Buy	+10,690	New	+$1.21M	0.66%	24
2024 Q2	–	Sell	-12,993	Closed	-$1.44M	–	65
2024 Q1	$1.44M	Buy	12,993 +49	+0.4%	+$5.2K	0.85%	19
2023 Q4	$1.4M	Hold	12,944	–	–	0.88%	17
2023 Q3	$1.22M	Buy	12,944 +323	+3%	+$32.3K	0.91%	17
2023 Q2	$1.26M	Buy	12,621 +14	+0.1%	+$1.33K	0.83%	17
2023 Q1	$1.22M	Sell	12,607 -1,647	-12%	-$165K	0.87%	16
2022 Q4	$1.35M	Buy	+14,254	New	+$1.37M	1.63%	11

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

Summit Investment Advisory Services's IJR Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2026, selling an estimated $40.2K and leaving 11,434 shares worth $1.7M. The position accounts for 0.43% of the portfolio, ranked #26.

Summit Investment Advisory Services first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Summit Investment Advisory Services held 11,434 shares of iShares Core S&P Small-Cap ETF worth $1.7M as of Q2 2026.
Summit Investment Advisory Services sold 293 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $40.2K.
iShares Core S&P Small-Cap ETF made up 0.43% of Summit Investment Advisory Services's portfolio in Q2 2026, its #26 holding.
Summit Investment Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.