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

West Michigan 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 		$546K Sell
3,684
-149
-4% -$20.4K 0.1% 173
2026
Q1 		$476K Buy
3,833
+7
+0.2% +$889 0.1% 183
2025
Q4 		$460K Buy
3,826
+318
+9% +$38K 0.11% 170
2025
Q3 		$417K Sell
3,508
-106
-3% -$12.2K 0.1% 166
2025
Q2 		$395K Buy
3,614
+61
+2% +$6.31K 0.11% 136
2025
Q1 		$372K Sell
3,553
-392
-10% -$44.2K 0.12% 131
2024
Q4 		$455K Sell
3,945
-152
-4% -$18.2K 0.14% 116
2024
Q3 		$479K Buy
4,097
+130
+3% +$14.7K 0.14% 112
2024
Q2 		$423K Buy
3,967
+459
+13% +$49.1K 0.13% 114
2024
Q1 		$388K Buy
3,508
+310
+10% +$32.9K 0.13% 113
2023
Q4 		$346K Sell
3,198
-189
-6% -$18.2K 0.13% 99
2023
Q3 		$319K Buy
3,387
+140
+4% +$14K 0.17% 99
2023
Q2 		$324K Sell
3,247
-118
-4% -$11.2K 0.13% 143
2023
Q1 		$325K Buy
3,365
+988
+42% +$98.8K 0.18% 92
2022
Q4 		$225K Sell
2,377
-19,558
-89% -$1.88M 0.16% 102
2022
Q3 		$1.91M Buy
21,935
+626
+3% +$60.8K 1.67% 15
2022
Q2 		$1.97M Sell
21,309
-18,660
-47% -$1.86M 1.69% 12
2022
Q1 		$4.31M Buy
39,969
+36,996
+1,244% +$3.99M 2.91% 8
2021
Q4 		$340K Buy
+2,973
New +$339K 0.25% 76

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

West Michigan Advisors's IJR Position: Q2 2026 in Review

West Michigan Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q2 2026, selling an estimated $20.4K and leaving 3,684 shares worth $546K. The position accounts for 0.1% of the portfolio, ranked #173.

West Michigan Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.31M in Q1 2022. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • West Michigan Advisors held 3,684 shares of iShares Core S&P Small-Cap ETF worth $546K as of Q2 2026.
  • West Michigan Advisors sold 149 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $20.4K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of West Michigan Advisors's portfolio in Q2 2026, its #173 holding.
  • West Michigan Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.31M in Q1 2022.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.