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

AAF 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 		$1.56M Sell
10,538
-582
-5% -$79.9K 0.58% 17
2026
Q1 		$1.38M Sell
11,120
-117
-1% -$14.9K 0.57% 17
2025
Q4 		$1.35M Sell
11,237
-1,095
-9% -$131K 0.57% 18
2025
Q3 		$1.47M Sell
12,332
-698
-5% -$80.3K 0.66% 15
2025
Q2 		$1.42M Sell
13,030
-8,483
-39% -$877K 0.65% 17
2025
Q1 		$2.25M Sell
21,513
-10,550
-33% -$1.19M 1.21% 12
2024
Q4 		$3.69M Sell
32,063
-2,609
-8% -$312K 1.86% 11
2024
Q3 		$4.06M Sell
34,672
-39,224
-53% -$4.43M 2.04% 11
2024
Q2 		$7.88M Buy
73,896
+8,482
+13% +$907K 4.08% 8
2024
Q1 		$7.23M Buy
65,414
+2,390
+4% +$254K 4.07% 8
2023
Q4 		$6.82M Buy
63,024
+2,849
+5% +$275K 3.99% 8
2023
Q3 		$5.68M Buy
60,175
+886
+1% +$88.5K 3.65% 9
2023
Q2 		$5.91M Buy
59,289
+2,322
+4% +$221K 3.64% 9
2023
Q1 		$5.51M Buy
56,967
+1,840
+3% +$184K 3.6% 9
2022
Q4 		$5.22M Buy
55,127
+114
+0.2% +$10.9K 3.7% 9
2022
Q3 		$4.8M Buy
55,013
+2,471
+5% +$240K 3.82% 9
2022
Q2 		$4.86M Buy
52,542
+8
+0% +$796 3.66% 8
2022
Q1 		$5.67M Buy
52,534
+432
+0.8% +$46.6K 3.72% 8
2021
Q4 		$5.97M Buy
52,102
+821
+2% +$93.6K 4.32% 7
2021
Q3 		$5.6M Buy
51,281
+2,225
+5% +$245K 4.25% 7
2021
Q2 		$5.54M Sell
49,056
-1,816
-4% -$203K 4.28% 7
2021
Q1 		$5.52M Sell
50,872
-10,500
-17% -$1.1M 4.69% 7
2020
Q4 		$5.64M Buy
+61,372
New +$5.04M 5.11% 7

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

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

AAF Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.2% in Q2 2026, selling an estimated $79.9K and leaving 10,538 shares worth $1.56M. The position accounts for 0.58% of the portfolio, ranked #17.

AAF Wealth Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.88M in Q2 2024. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • AAF Wealth Management held 10,538 shares of iShares Core S&P Small-Cap ETF worth $1.56M as of Q2 2026.
  • AAF Wealth Management sold 582 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $79.9K.
  • iShares Core S&P Small-Cap ETF made up 0.58% of AAF Wealth Management's portfolio in Q2 2026, its #17 holding.
  • AAF 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.
  • AAF Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $7.88M in Q2 2024.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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