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

Yanni & Associates 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 		$1.96M Sell
13,210
-155
-1% -$21.3K 1.81% 13
2026
Q1 		$1.66M Buy
13,365
+147
+1% +$18.7K 1.72% 13
2025
Q4 		$1.59M Buy
+13,218
New +$1.58M 1.59% 15

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

Yanni & Associates Investment Advisors's IJR Position: Q2 2026 in Review

Yanni & Associates Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, selling an estimated $21.3K and leaving 13,210 shares worth $1.96M. The position accounts for 1.81% of the portfolio, ranked #13.

Yanni & Associates Investment Advisors first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Yanni & Associates Investment Advisors held 13,210 shares of iShares Core S&P Small-Cap ETF worth $1.96M as of Q2 2026.
  • Yanni & Associates Investment Advisors sold 155 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $21.3K.
  • iShares Core S&P Small-Cap ETF made up 1.81% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Yanni & Associates Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.