4WM
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4J Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

4J 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 		$209K Sell
1,408
-453
-24% -$62.2K 0.1% 108
2026
Q1 		$231K Buy
1,861
+1
+0.1% +$127 0.13% 94
2025
Q4 		$224K Sell
1,860
-86
-4% -$10.3K 0.13% 94
2025
Q3 		$231K Buy
1,946
+1
+0.1% +$115 0.14% 89
2025
Q2 		$213K Sell
1,945
-340
-15% -$35.1K 0.14% 92
2025
Q1 		$239K Sell
2,285
-82
-3% -$9.25K 0.19% 82
2024
Q4 		$273K Buy
2,367
+46
+2% +$5.5K 0.22% 70
2024
Q3 		$271K Sell
2,321
-9
-0.4% -$1.02K 0.21% 74
2024
Q2 		$249K Sell
2,330
-46
-2% -$4.92K 0.21% 76
2024
Q1 		$263K Sell
2,376
-388
-14% -$41.2K 0.23% 75
2023
Q4 		$299K Sell
2,764
-12,482
-82% -$1.2M 0.27% 65
2023
Q3 		$1.44M Buy
15,246
+457
+3% +$45.7K 1.43% 20
2023
Q2 		$1.47M Buy
14,789
+346
+2% +$32.9K 1.43% 19
2023
Q1 		$1.4M Buy
14,443
+992
+7% +$99.2K 1.5% 18
2022
Q4 		$1.27M Buy
13,451
+199
+2% +$19.1K 1.48% 19
2022
Q3 		$1.16M Buy
+13,252
New +$1.29M 1.48% 19
2022
Q2 		– Sell
-15,415
Closed -$1.66M – 76
2022
Q1 		$1.66M Buy
15,415
+223
+1% +$24.1K 1.46% 17
2021
Q4 		$1.74M Buy
15,192
+1,486
+11% +$169K 1.46% 18
2021
Q3 		$1.5M Buy
13,706
+347
+3% +$38.2K 1.3% 21
2021
Q2 		$1.51M Buy
13,359
+216
+2% +$24.1K 1.32% 20
2021
Q1 		$1.43M Sell
13,143
-745
-5% -$78K 1.33% 21
2020
Q4 		$1.28M Buy
+13,888
New +$1.14M 1.23% 23

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

4J Wealth Management's IJR Position: Q2 2026 in Review

4J Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q2 2026, selling an estimated $62.2K and leaving 1,408 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #108.

4J Wealth Management first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.74M in Q4 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • 4J Wealth Management held 1,408 shares of iShares Core S&P Small-Cap ETF worth $209K as of Q2 2026.
  • 4J Wealth Management sold 453 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $62.2K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of 4J Wealth Management's portfolio in Q2 2026, its #108 holding.
  • 4J Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 4J Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.74M in Q4 2021.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.