Syntegra Private Wealth Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Syntegra Private Wealth Group’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	$307K	Sell	2,072 -1	-0%	-$137	0.02%	162
2026 Q1	$258K	Hold	2,073	–	–	0.02%	160
2025 Q4	$249K	Hold	2,073	–	–	0.02%	167
2025 Q3	$246K	Sell	2,073 -200	-9%	-$23K	0.02%	165
2025 Q2	$248K	Buy	+2,273	New	+$235K	0.03%	160

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

Syntegra Private Wealth Group's IJR Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q2 2026, selling an estimated $137 and leaving 2,072 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #162.

Syntegra Private Wealth Group first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Syntegra Private Wealth Group held 2,072 shares of iShares Core S&P Small-Cap ETF worth $307K as of Q2 2026.
Syntegra Private Wealth Group sold 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #162 holding.
Syntegra Private Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.