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

World Investment 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 		$29.8M Sell
237,856
-25,104
-10% -$3.45M 0.49% 39
2026
Q1 		$32.7M Buy
262,960
+18,232
+7% +$2.32M 0.53% 34
2025
Q4 		$29.4M Buy
244,728
+22,065
+10% +$2.64M 0.48% 36
2025
Q3 		$26.5M Buy
222,663
+6,667
+3% +$767K 0.54% 34
2025
Q2 		$23.6M Sell
215,996
-9,898
-4% -$1.02M 0.54% 34
2025
Q1 		$23.6M Sell
225,894
-1,004
-0.4% -$113K 0.61% 32
2024
Q4 		$26.1M Buy
226,898
+39,904
+21% +$4.77M 0.72% 26
2024
Q3 		$21.9M Buy
186,994
+34,989
+23% +$3.95M 0.69% 28
2024
Q2 		$16.2M Buy
152,005
+33,614
+28% +$3.6M 1.01% 20
2024
Q1 		$15.3M Sell
118,391
-24,039
-17% -$2.55M 2.19% 8
2023
Q4 		$15.4M Buy
142,430
+91,017
+177% +$8.77M 2% 10
2023
Q3 		$4.87M Buy
51,413
+689
+1% +$68.8K 0.97% 23
2023
Q2 		$5.05M Sell
50,724
-354
-0.7% -$33.7K 0.98% 20
2023
Q1 		$4.94M Sell
51,078
-4,451
-8% -$445K 1.03% 23
2022
Q4 		$5.26M Sell
55,529
-3,357
-6% -$322K 1.21% 17
2022
Q3 		$5.13M Sell
58,886
-2,395
-4% -$233K 1.22% 19
2022
Q2 		$6.25M Buy
61,281
+1,149
+2% +$114K 1.31% 17
2022
Q1 		$6.49M Sell
60,132
-68
-0.1% -$7.34K 1.35% 18
2021
Q4 		$6.42M Sell
60,200
-940
-2% -$107K 1.34% 17
2021
Q3 		$6.68M Buy
61,140
+269
+0.4% +$29.6K 1.51% 14
2021
Q2 		$6.88M Buy
60,871
+2,345
+4% +$262K 1.57% 14
2021
Q1 		$6.38M Sell
58,526
-4,018
-6% -$421K 1.54% 14
2020
Q4 		$6.67M Buy
62,544
+3,448
+6% +$283K 1.69% 14
2020
Q3 		$4.15M Sell
59,096
-347
-0.6% -$24.9K 1.42% 16
2020
Q2 		$4.51M Buy
59,443
+25,061
+73% +$1.58M 1.58% 15
2020
Q1 		$1.93M Sell
34,382
-4,821
-12% -$359K 0.9% 25
2019
Q4 		$3.29M Buy
39,203
+24,100
+160% +$1.94M 1.28% 20
2019
Q3 		$1.18M Buy
15,103
+226
+2% +$17.5K 0.5% 27
2019
Q2 		$1.13M Sell
14,877
-3,348
-18% -$260K 0.5% 26
2019
Q1 		$1.41M Buy
18,225
+4,796
+36% +$368K 0.64% 26
2018
Q4 		$945K Buy
+13,429
New +$1.04M 0.42% 40

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

World Investment Advisors's IJR Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.5% in Q2 2026, selling an estimated $3.45M and leaving 237,856 shares worth $29.8M. The position accounts for 0.49% of the portfolio, ranked #39.

World Investment Advisors first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $32.7M in Q1 2026. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • World Investment Advisors held 237,856 shares of iShares Core S&P Small-Cap ETF worth $29.8M as of Q2 2026.
  • World Investment Advisors sold 25,104 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.45M.
  • iShares Core S&P Small-Cap ETF made up 0.49% of World Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • World Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $32.7M in Q1 2026.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.