Your Advocates Ltd’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Your Advocates Ltd’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	$33.7K	Hold	227	–	–	0.01%	86
2026 Q1	$28.2K	Hold	227	–	–	0.01%	96
2025 Q4	$27.3K	Sell	227 -17	-7%	-$2.03K	0.01%	91
2025 Q3	$29K	Buy	244 +162	+198%	+$18.6K	0.01%	84
2025 Q2	$8.96K	Sell	82 -29	-26%	-$3K	﹤0.01%	111
2025 Q1	$11.6K	Hold	111	–	–	﹤0.01%	100
2024 Q4	$12.8K	Hold	111	–	–	0.01%	95
2024 Q3	$13K	Sell	111 -13	-10%	-$1.47K	0.01%	99
2024 Q2	$13.2K	Buy	124 +13	+12%	+$1.39K	0.01%	102
2024 Q1	$12.3K	Hold	111	–	–	0.01%	99
2023 Q4	$12K	Hold	111	–	–	﹤0.01%	98
2023 Q3	$10.5K	Buy	+111	New	+$11.1K	0.01%	105
2022 Q3	–	Sell	-4	Closed	–	–	208
2022 Q2	$0	Buy	+4	New	+$398	﹤0.01%	216
2022 Q1	–	Sell	-50	Closed	-$6K	–	224
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	113
2021 Q3	$5K	Buy	+50	New	+$5.51K	﹤0.01%	126

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

Your Advocates Ltd's IJR Position: Q2 2026 in Review

Your Advocates Ltd held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 227 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #86.

Your Advocates Ltd first reported a position in IJR in Q3 2021 and has held it in 15 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Your Advocates Ltd held 227 shares of iShares Core S&P Small-Cap ETF worth $33.7K as of Q2 2026.
Your Advocates Ltd left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #86 holding.
Your Advocates Ltd first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 15 quarters since.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.