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

VestGen 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	$1.86M	Sell	12,511 -6,216	-33%	-$853K	0.05%	319
2026 Q1	$2.54M	Buy	18,727 +13,171	+237%	+$1.67M	0.07%	256
2025 Q4	$668K	Sell	5,556 -21,516	-79%	-$2.57M	0.03%	428
2025 Q3	$3.22M	Sell	27,072 -12,763	-32%	-$1.47M	0.11%	183
2025 Q2	$4.35M	Sell	39,835 -3,838	-9%	-$397K	0.17%	127
2025 Q1	$4.57M	Buy	+43,673	New	+$4.93M	0.21%	109

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

VestGen Advisors's IJR Position: Q2 2026 in Review

VestGen Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 33% in Q2 2026, selling an estimated $853K and leaving 12,511 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #319.

VestGen Advisors first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.57M in Q1 2025. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

VestGen Advisors held 12,511 shares of iShares Core S&P Small-Cap ETF worth $1.86M as of Q2 2026.
VestGen Advisors sold 6,216 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $853K.
iShares Core S&P Small-Cap ETF made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #319 holding.
VestGen Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.57M in Q1 2025.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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