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

49 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	$3.47M	Buy	23,403 +21,559	+1,169%	+$2.96M	0.66%	38
2026 Q1	$229K	Buy	1,844 +127	+7%	+$16.1K	0.02%	174
2025 Q4	$206K	Buy	+1,717	New	+$205K	0.02%	182
2025 Q2	–	Sell	-8,393	Closed	-$878K	–	184
2025 Q1	$878K	Buy	8,393 +875	+12%	+$98.7K	0.11%	66
2024 Q4	$866K	Sell	7,518 -900	-11%	-$108K	0.12%	61
2024 Q3	$985K	Sell	8,418 -2	-0%	-$226	0.16%	57
2024 Q2	$891K	Sell	8,420 -2,459	-23%	-$263K	0.18%	60
2024 Q1	$1.19M	Sell	10,879 -558	-5%	-$59.3K	0.26%	34
2023 Q4	$1.24M	Buy	+11,437	New	+$1.1M	0.32%	33

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

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

49 Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1,169% in Q2 2026, buying an estimated $2.96M and bringing the position to 23,403 shares worth $3.47M. The position accounts for 0.66% of the portfolio, ranked #38.

49 Wealth Management first reported a position in IJR in Q4 2023 and has held it in 9 quarters since. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

49 Wealth Management held 23,403 shares of iShares Core S&P Small-Cap ETF worth $3.47M as of Q2 2026.
49 Wealth Management bought 21,559 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.96M.
iShares Core S&P Small-Cap ETF made up 0.66% of 49 Wealth Management's portfolio in Q2 2026, its #38 holding.
49 Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.