VisionPoint Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

VisionPoint Advisory 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	$859K	Buy	5,795 +719	+14%	+$98.7K	0.14%	168
2026 Q1	$631K	Buy	5,076 +162	+3%	+$20.6K	0.12%	192
2025 Q4	$591K	Buy	4,914 +946	+24%	+$113K	0.12%	186
2025 Q3	$472K	Sell	3,968 -300	-7%	-$34.5K	0.09%	215
2025 Q2	$466K	Buy	4,268 +1,378	+48%	+$142K	0.1%	194
2025 Q1	$302K	Buy	+2,890	New	+$326K	0.1%	168
2021 Q1	–	Sell	-3,375	Closed	-$310K	–	132
2020 Q4	$310K	Sell	3,375 -639	-16%	-$52.5K	0.16%	112
2020 Q3	$282K	Buy	4,014 +54	+1%	+$3.87K	0.12%	92
2020 Q2	$277K	Buy	+3,960	New	+$250K	0.11%	89
2019 Q2	–	Sell	-3,925	Closed	-$303K	–	135
2019 Q1	$303K	Buy	+3,925	New	+$301K	0.09%	97

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

VisionPoint Advisory Group's IJR Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, buying an estimated $98.7K and bringing the position to 5,795 shares worth $859K. The position accounts for 0.14% of the portfolio, ranked #168.

VisionPoint Advisory Group first reported a position in IJR in Q1 2019 and has held it in 10 quarters since. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

VisionPoint Advisory Group held 5,795 shares of iShares Core S&P Small-Cap ETF worth $859K as of Q2 2026.
VisionPoint Advisory Group bought 719 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $98.7K.
iShares Core S&P Small-Cap ETF made up 0.14% of VisionPoint Advisory Group's portfolio in Q2 2026, its #168 holding.
VisionPoint Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 10 quarters since.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.