4A
IJR icon

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

4Wealth Advisors’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 		$486K Buy
3,297
+126
+4% +$17.3K 0.37% 81
2026
Q1 		$383K Buy
3,171
+332
+12% +$42.2K 0.33% 96
2025
Q4 		$341K Buy
2,839
+42
+2% +$5.02K 0.29% 112
2025
Q3 		$332K Buy
2,797
+635
+29% +$73K 0.3% 104
2025
Q2 		$236K Buy
+2,162
New +$223K 0.24% 118

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

4Wealth Advisors's IJR Position: Q2 2026 in Review

4Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4% in Q2 2026, buying an estimated $17.3K and bringing the position to 3,297 shares worth $486K. The position accounts for 0.37% of the portfolio, ranked #81.

4Wealth Advisors first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • 4Wealth Advisors held 3,297 shares of iShares Core S&P Small-Cap ETF worth $486K as of Q2 2026.
  • 4Wealth Advisors bought 126 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $17.3K.
  • iShares Core S&P Small-Cap ETF made up 0.37% of 4Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • 4Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.