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

Abound 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	$72.8M	Buy	490,860 +22,746	+5%	+$3.12M	14.45%	1
2026 Q1	$58.2M	Buy	468,114 +23,587	+5%	+$3M	13.22%	1
2025 Q4	$53.4M	Buy	444,527 +36,332	+9%	+$4.35M	12.51%	1
2025 Q3	$48.5M	Buy	408,195 +20,876	+5%	+$2.4M	12.14%	1
2025 Q2	$42.3M	Buy	387,319 +13,128	+4%	+$1.36M	11.96%	1
2025 Q1	$39.1M	Buy	374,191 +23,378	+7%	+$2.64M	13.06%	1
2024 Q4	$40.4M	Buy	350,813 +17,064	+5%	+$2.04M	12.97%	1
2024 Q3	$39M	Buy	333,749 +17,248	+5%	+$1.95M	12.96%	1
2024 Q2	$33.8M	Buy	316,501 +19,645	+7%	+$2.1M	12.45%	1
2024 Q1	$32.8M	Buy	296,856 +16,111	+6%	+$1.71M	12.5%	1
2023 Q4	$30.4M	Buy	280,745 +39,212	+16%	+$3.78M	12.19%	1
2023 Q3	$22.8M	Buy	241,533 +6,529	+3%	+$652K	9.7%	2
2023 Q2	$23.4M	Buy	235,004 +27,413	+13%	+$2.61M	9.8%	2
2023 Q1	$20.1M	Buy	207,591 +14,868	+8%	+$1.49M	9%	3
2022 Q4	$18.2M	Buy	192,723 +12,670	+7%	+$1.22M	8.93%	4
2022 Q3	$15.7M	Buy	180,053 +6,465	+4%	+$628K	8.48%	4
2022 Q2	$16M	Buy	173,588 +2,875	+2%	+$286K	8.93%	4
2022 Q1	$18.4M	Buy	170,713 +7,313	+4%	+$789K	13.28%	2
2021 Q4	$18.7M	Buy	+163,400	New	+$18.6M	14.7%	2

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Abound Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.9% in Q2 2026, buying an estimated $3.12M and bringing the position to 490,860 shares worth $72.8M. The position accounts for 14.45% of the portfolio, ranked #1.

Abound Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 670 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Abound Wealth Management held 490,860 shares of iShares Core S&P Small-Cap ETF worth $72.8M as of Q2 2026.
Abound Wealth Management bought 22,746 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.12M.
iShares Core S&P Small-Cap ETF made up 14.45% of Abound Wealth Management's portfolio in Q2 2026, its #1 holding.
Abound Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
670 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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