Summit Wealth Group (Colorado)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Summit Wealth Group (Colorado)’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	$1.52M	Buy	10,277 +1,591	+18%	+$218K	0.13%	100
2026 Q1	$1.08M	Buy	8,686 +6,997	+414%	+$889K	0.11%	101
2025 Q4	$203K	Buy	+1,689	New	+$202K	0.03%	270
2025 Q3	–	Sell	-1,942	Closed	-$212K	–	558
2025 Q2	$212K	Buy	+1,942	New	+$201K	0.05%	230

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 Wealth Group (Colorado)'s IJR Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q2 2026, buying an estimated $218K and bringing the position to 10,277 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #100.

Summit Wealth Group (Colorado) first reported a position in IJR in Q2 2025 and has held it in 4 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Summit Wealth Group (Colorado) held 10,277 shares of iShares Core S&P Small-Cap ETF worth $1.52M as of Q2 2026.
Summit Wealth Group (Colorado) bought 1,591 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $218K.
iShares Core S&P Small-Cap ETF made up 0.13% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #100 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.