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

W Advisors LLC’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 		$788K Sell
5,313
-21
-0.4% -$2.88K 0.36% 58
2026
Q1 		$663K Sell
5,334
-8
-0.1% -$1.02K 0.34% 65
2025
Q4 		$642K Sell
5,342
-148
-3% -$17.7K 0.32% 68
2025
Q3 		$652K Sell
5,490
-56
-1% -$6.44K 0.34% 69
2025
Q2 		$606K Hold
5,546
– – 0.35% 65
2025
Q1 		$580K Sell
5,546
-38
-0.7% -$4.29K 0.36% 66
2024
Q4 		$643K Sell
5,584
-41
-0.7% -$4.9K 0.4% 55
2024
Q3 		$658K Sell
5,625
-99
-2% -$11.2K 0.41% 54
2024
Q2 		$611K Buy
5,724
+264
+5% +$28.2K 0.4% 57
2024
Q1 		$603K Buy
5,460
+54
+1% +$5.73K 0.41% 56
2023
Q4 		$585K Sell
5,406
-728
-12% -$70.2K 0.43% 54
2023
Q3 		$579K Sell
6,134
-2,478
-29% -$248K 0.48% 53
2023
Q2 		$858K Sell
8,612
-649
-7% -$61.8K 0.67% 36
2023
Q1 		$896K Sell
9,261
-3,272
-26% -$327K 0.74% 34
2022
Q4 		$1.19M Sell
12,533
-99
-0.8% -$9.5K 0.99% 27
2022
Q3 		$1.1M Buy
12,632
+3,498
+38% +$340K 1.02% 27
2022
Q2 		$844K Sell
9,134
-7,950
-47% -$791K 0.73% 34
2022
Q1 		$1.84M Sell
17,084
-4,414
-21% -$476K 1.39% 19
2021
Q4 		$2.46M Buy
+21,498
New +$2.45M 1.83% 16

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

W Advisors LLC's IJR Position: Q2 2026 in Review

W Advisors LLC reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.39% in Q2 2026, selling an estimated $2.88K and leaving 5,313 shares worth $788K. The position accounts for 0.36% of the portfolio, ranked #58.

W Advisors LLC first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.46M in Q4 2021. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • W Advisors LLC held 5,313 shares of iShares Core S&P Small-Cap ETF worth $788K as of Q2 2026.
  • W Advisors LLC sold 21 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.88K.
  • iShares Core S&P Small-Cap ETF made up 0.36% of W Advisors LLC's portfolio in Q2 2026, its #58 holding.
  • W Advisors LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's iShares Core S&P Small-Cap ETF position peaked at $2.46M in Q4 2021.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.