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

Abundance Wealth Counselors’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 		$7.57M Buy
51,029
+18,641
+58% +$2.56M 0.49% 26
2026
Q1 		$4.03M Buy
32,388
+5,050
+18% +$642K 0.58% 24
2025
Q4 		$3.29M Sell
27,338
-1,280
-4% -$153K 0.55% 27
2025
Q3 		$3.4M Sell
28,618
-3,110
-10% -$358K 0.58% 28
2025
Q2 		$3.47M Sell
31,728
-2,174
-6% -$225K 0.65% 26
2025
Q1 		$3.54M Sell
33,902
-5,151
-13% -$581K 0.74% 22
2024
Q4 		$4.5M Sell
39,053
-1,089
-3% -$130K 0.98% 17
2024
Q3 		$4.7M Buy
+40,142
New +$4.54M 0.97% 16
2024
Q2 		– Sell
-45,739
Closed -$5.05M – 101
2024
Q1 		$5.05M Sell
45,739
-276
-0.6% -$29.3K 1.16% 16
2023
Q4 		$4.98M Buy
46,015
+5,762
+14% +$555K 1.29% 14
2023
Q3 		$3.8M Buy
+40,253
New +$4.02M 1.08% 14
2023
Q2 		– Sell
-41,342
Closed -$4M – 99
2023
Q1 		$4M Sell
41,342
-13,442
-25% -$1.34M 1.01% 13
2022
Q4 		$5.18M Buy
54,784
+12,012
+28% +$1.15M 1.41% 11
2022
Q3 		$3.73M Sell
42,772
-359
-0.8% -$34.9K 1.07% 14
2022
Q2 		$3.99M Sell
43,131
-1,083
-2% -$108K 1.08% 14
2022
Q1 		$4.77M Sell
44,214
-6,981
-14% -$753K 1.3% 13
2021
Q4 		$5.86M Buy
+51,195
New +$5.83M 1.5% 11
2021
Q3 		– Sell
-53,587
Closed -$6.05M – 74
2021
Q2 		$6.05M Sell
53,587
-3,869
-7% -$432K 1.56% 8
2021
Q1 		$6.24M Sell
57,456
-139,520
-71% -$14.6M 1.55% 11
2020
Q4 		$18.1M Buy
196,976
+2,457
+1% +$202K 4.54% 6
2020
Q3 		$13.7M Sell
194,519
-3,751
-2% -$269K 3.94% 6
2020
Q2 		$13.5M Sell
198,270
-18,193
-8% -$1.15M 4.12% 7
2020
Q1 		$12.1M Buy
216,463
+5,434
+3% +$405K 4.21% 7
2019
Q4 		$17.7M Buy
211,029
+4,164
+2% +$335K 4.93% 6
2019
Q3 		$16.1M Sell
206,865
-4,849
-2% -$375K 4.9% 6
2019
Q2 		$16.6M Buy
211,714
+6,243
+3% +$485K 5.16% 6
2019
Q1 		$15.9M Buy
205,471
+3,256
+2% +$250K 5.21% 5
2018
Q4 		$14M Buy
+202,215
New +$15.6M 5.15% 5

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

Abundance Wealth Counselors's IJR Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 58% in Q2 2026, buying an estimated $2.56M and bringing the position to 51,029 shares worth $7.57M. The position accounts for 0.49% of the portfolio, ranked #26.

Abundance Wealth Counselors first reported a position in IJR in Q4 2018 and has held it in 28 quarters since. The position peaked at $18.1M in Q4 2020. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Abundance Wealth Counselors held 51,029 shares of iShares Core S&P Small-Cap ETF worth $7.57M as of Q2 2026.
  • Abundance Wealth Counselors bought 18,641 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.56M.
  • iShares Core S&P Small-Cap ETF made up 0.49% of Abundance Wealth Counselors's portfolio in Q2 2026, its #26 holding.
  • Abundance Wealth Counselors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Abundance Wealth Counselors's iShares Core S&P Small-Cap ETF position peaked at $18.1M in Q4 2020.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.