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

Victrix Investment 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	–	Sell	-8,511	Closed	-$1.06M	–	84
2026 Q1	$1.06M	Buy	8,511 +930	+12%	+$118K	0.38%	60
2025 Q4	$911K	Buy	+7,581	New	+$907K	0.35%	60
2025 Q3	–	Sell	-7,593	Closed	-$830K	–	79
2025 Q2	$830K	Buy	7,593 +10	+0.1%	+$1.03K	0.37%	62
2025 Q1	$793K	Buy	+7,583	New	+$856K	0.42%	57

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

Victrix Investment Advisors's IJR Position: Q2 2026 in Review

Victrix Investment Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 8,511 shares — an estimated $1.06M sold.

Victrix Investment Advisors first reported a position in IJR in Q1 2025 and held it in 4 quarters. The position peaked at $1.06M in Q1 2026. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Victrix Investment Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Victrix Investment Advisors sold 8,511 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.06M.
Victrix Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and held it in 4 quarters.
Victrix Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.06M in Q1 2026.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.