Voisard Asset Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Voisard Asset Management 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	$313K	Buy	2,112 +5	+0.2%	+$686	0.06%	87
2026 Q1	$262K	Buy	2,107 +92	+5%	+$11.7K	0.06%	86
2025 Q4	$242K	Sell	2,015 -156	-7%	-$18.7K	0.05%	88
2025 Q3	$258K	Sell	2,171 -116	-5%	-$13.3K	0.06%	84
2025 Q2	$250K	Buy	2,287 +37	+2%	+$3.83K	0.06%	79
2025 Q1	$235K	Sell	2,250 -31	-1%	-$3.5K	0.07%	74
2024 Q4	$263K	Sell	2,281 -374	-14%	-$44.7K	0.09%	69
2024 Q3	$311K	Buy	2,655 +967	+57%	+$109K	0.13%	63
2024 Q2	$180K	Buy	1,688 +18	+1%	+$1.93K	0.09%	65
2024 Q1	$185K	Sell	1,670 -34	-2%	-$3.61K	0.1%	54
2023 Q4	$184K	Buy	+1,704	New	+$164K	0.11%	51

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

Voisard Asset Management Group's IJR Position: Q2 2026 in Review

Voisard Asset Management Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.24% in Q2 2026, buying an estimated $686 and bringing the position to 2,112 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #87.

Voisard Asset Management Group first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Voisard Asset Management Group held 2,112 shares of iShares Core S&P Small-Cap ETF worth $313K as of Q2 2026.
Voisard Asset Management Group bought 5 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $686.
iShares Core S&P Small-Cap ETF made up 0.06% of Voisard Asset Management Group's portfolio in Q2 2026, its #87 holding.
Voisard Asset Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.