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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

49 Wealth Management's IJR Position: Q1 2026 in Review

49 Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.4% in Q1 2026, buying an estimated $16.1K and bringing the position to 1,844 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #174.

49 Wealth Management first reported a position in IJR in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.24M in Q4 2023. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

49 Wealth Management held 1,844 shares of iShares Core S&P Small-Cap ETF worth $229K as of Q1 2026.
49 Wealth Management bought 127 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $16.1K.
iShares Core S&P Small-Cap ETF made up 0.02% of 49 Wealth Management's portfolio in Q1 2026, its #174 holding.
49 Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
49 Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.24M in Q4 2023.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.