William Howard & Co Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

William Howard & Co Financial 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	$460K	Buy	3,103 +1	+0%	+$137	0.36%	36
2026 Q1	$386K	Hold	3,102	–	–	0.33%	35
2025 Q4	$373K	Hold	3,102	–	–	0.31%	36
2025 Q3	$369K	Sell	3,102 -169	-5%	-$19.4K	0.31%	35
2025 Q2	$358K	Hold	3,271	–	–	0.31%	37
2025 Q1	$342K	Buy	3,271 +1	+0%	+$113	0.32%	35
2024 Q4	$376K	Buy	3,270 +1	+0%	+$119	0.34%	35
2024 Q3	$383K	Hold	3,269	–	–	0.33%	34
2024 Q2	$348K	Buy	+3,269	New	+$350K	0.32%	34

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

William Howard & Co Financial Advisors's IJR Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.03% in Q2 2026, buying an estimated $137 and bringing the position to 3,103 shares worth $460K. The position accounts for 0.36% of the portfolio, ranked #36.

William Howard & Co Financial Advisors first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

William Howard & Co Financial Advisors held 3,103 shares of iShares Core S&P Small-Cap ETF worth $460K as of Q2 2026.
William Howard & Co Financial Advisors bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.36% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #36 holding.
William Howard & Co Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.