1900 Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

1900 Wealth Management’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	$3.98M	Sell	26,847 -30,069	-53%	-$4.13M	0.22%	62
2026 Q1	$7.08M	Buy	56,916 +2,712	+5%	+$345K	0.45%	32
2025 Q4	$6.51M	Buy	54,204 +1,497	+3%	+$179K	0.42%	35
2025 Q3	$6.26M	Buy	52,707 +1,233	+2%	+$142K	0.42%	34
2025 Q2	$5.63M	Buy	51,474 +96	+0.2%	+$9.92K	0.43%	37
2025 Q1	$5.37M	Sell	51,378 -415	-0.8%	-$46.8K	0.45%	36
2024 Q4	$5.97M	Buy	51,793 +1,031	+2%	+$123K	0.5%	36
2024 Q3	$5.94M	Buy	50,762 +576	+1%	+$65.1K	0.51%	36
2024 Q2	$5.35M	Buy	50,186 +10,041	+25%	+$1.07M	0.5%	37
2024 Q1	$4.44M	Buy	40,145 +183	+0.5%	+$19.4K	0.4%	45
2023 Q4	$4.33M	Buy	39,962 +1,763	+5%	+$170K	0.4%	51
2023 Q3	$3.6M	Buy	38,199 +2,796	+8%	+$279K	0.36%	61
2023 Q2	$3.53M	Buy	35,403 +4,080	+13%	+$388K	0.36%	57
2023 Q1	$2.97M	Sell	31,323 -14	-0%	-$1.4K	0.32%	63
2022 Q4	$2.97M	Buy	31,337 +1,186	+4%	+$114K	0.32%	64
2022 Q3	$2.63M	Buy	30,151 +1,594	+6%	+$155K	0.31%	65
2022 Q2	$2.64M	Buy	28,557 +623	+2%	+$62K	0.29%	66
2022 Q1	$3.01M	Sell	27,934 -1,532	-5%	-$165K	0.29%	65
2021 Q4	$3.37M	Sell	29,466 -625	-2%	-$71.2K	0.31%	62
2021 Q3	$3.29M	Sell	30,091 -3,800	-11%	-$418K	0.32%	62
2021 Q2	$3.83M	Buy	33,891 +8,429	+33%	+$940K	0.37%	58
2021 Q1	$2.76K	Sell	25,462 -1,621	-6%	-$170K	0.21%	58
2020 Q4	$2.49M	Buy	+27,083	New	+$2.23M	0.29%	54

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

1900 Wealth Management's IJR Position: Q2 2026 in Review

1900 Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 53% in Q2 2026, selling an estimated $4.13M and leaving 26,847 shares worth $3.98M. The position accounts for 0.22% of the portfolio, ranked #62.

1900 Wealth Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.08M in Q1 2026. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

1900 Wealth Management held 26,847 shares of iShares Core S&P Small-Cap ETF worth $3.98M as of Q2 2026.
1900 Wealth Management sold 30,069 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.13M.
iShares Core S&P Small-Cap ETF made up 0.22% of 1900 Wealth Management's portfolio in Q2 2026, its #62 holding.
1900 Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $7.08M in Q1 2026.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.