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

Accurate 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	$2.72M	Buy	18,694 +1,485	+9%	+$204K	0.26%	86
2026 Q1	$2.24M	Buy	17,209 +933	+6%	+$119K	0.27%	87
2025 Q4	$2.06M	Buy	16,276 +803	+5%	+$96K	0.26%	97
2025 Q3	$1.83M	Sell	15,473 -138	-0.9%	-$15.9K	0.24%	101
2025 Q2	$1.78M	Buy	15,611 +224	+1%	+$23.2K	0.27%	95
2025 Q1	$1.47M	Sell	15,387 -1,857	-11%	-$210K	0.28%	87
2024 Q4	$1.95M	Buy	17,244 +1,483	+9%	+$177K	0.37%	68
2024 Q3	$1.85M	Buy	15,761 +2,402	+18%	+$271K	0.37%	72
2024 Q2	$1.51M	Buy	13,359 +4,283	+47%	+$458K	0.36%	72
2024 Q1	$937K	Sell	9,076 -482	-5%	-$51.2K	0.27%	83
2023 Q4	$1,000K	Sell	9,558 -1,065	-10%	-$103K	0.31%	75
2023 Q3	$998K	Buy	10,623 +2,211	+26%	+$221K	0.31%	74
2023 Q2	$853K	Buy	8,412 +962	+13%	+$91.6K	0.27%	85
2023 Q1	$710K	Buy	7,450 +712	+11%	+$71.2K	0.24%	97
2022 Q4	$662K	Buy	6,738 +1,333	+25%	+$128K	0.24%	84
2022 Q3	$494K	Buy	5,405 +2,621	+94%	+$255K	0.21%	93
2022 Q2	$261K	Buy	2,784 +571	+26%	+$56.8K	0.14%	120
2022 Q1	$239K	Buy	+2,213	New	+$239K	0.11%	144

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Accurate Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.6% in Q2 2026, buying an estimated $204K and bringing the position to 18,694 shares worth $2.72M. The position accounts for 0.26% of the portfolio, ranked #86.

Accurate Wealth Management first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Accurate Wealth Management held 18,694 shares of iShares Core S&P Small-Cap ETF worth $2.72M as of Q2 2026.
Accurate Wealth Management bought 1,485 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $204K.
iShares Core S&P Small-Cap ETF made up 0.26% of Accurate Wealth Management's portfolio in Q2 2026, its #86 holding.
Accurate Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.