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

Acima Private Wealth’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	$69K	Hold	465	–	–	0.02%	136
2026 Q1	$57.8K	Hold	465	–	–	0.02%	136
2025 Q4	$55.9K	Sell	465 -488	-51%	-$58.4K	0.02%	139
2025 Q3	$113K	Hold	953	–	–	0.04%	131
2025 Q2	$104K	Hold	953	–	–	0.04%	132
2025 Q1	$99.7K	Buy	953 +123	+15%	+$13.9K	0.04%	136
2024 Q4	$95.6K	Hold	830	–	–	0.03%	139
2024 Q3	$97.1K	Hold	830	–	–	0.03%	140
2024 Q2	$88.5K	Hold	830	–	–	0.03%	137
2024 Q1	$91.7K	Sell	830 -4,472	-84%	-$475K	0.03%	141
2023 Q4	$574K	Hold	5,302	–	–	0.22%	75
2023 Q3	$500K	Buy	5,302 +4,472	+539%	+$447K	0.22%	85
2023 Q2	$82.7K	Hold	830	–	–	0.04%	156
2023 Q1	$80.3K	Hold	830	–	–	0.04%	156
2022 Q4	$78.6K	Hold	830	–	–	0.04%	145
2022 Q3	$72.4K	Hold	830	–	–	0.04%	146
2022 Q2	$76.7K	Sell	830 -200	-19%	-$19.9K	0.04%	148
2022 Q1	$111K	Sell	1,030 -1,478	-59%	-$159K	0.05%	143
2021 Q4	$287K	Buy	2,508 +1,478	+143%	+$168K	0.12%	115
2021 Q3	$112K	Hold	1,030	–	–	0.05%	142
2021 Q2	$116K	Hold	1,030	–	–	0.05%	140
2021 Q1	$112K	Hold	1,030	–	–	0.06%	139
2020 Q4	$95K	Hold	1,030	–	–	0.05%	138
2020 Q3	$72K	Hold	1,030	–	–	0.04%	144
2020 Q2	$70K	Hold	1,030	–	–	0.05%	151
2020 Q1	$58K	Hold	1,030	–	–	0.04%	156
2019 Q4	$86K	Buy	+1,030	New	+$82.9K	0.06%	167
2019 Q1	–	Sell	-9,174	Closed	-$636K	–	283
2018 Q4	$636K	Buy	+9,174	New	+$709K	0.62%	36

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

Acima Private Wealth's IJR Position: Q2 2026 in Review

Acima Private Wealth held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 465 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #136.

Acima Private Wealth first reported a position in IJR in Q4 2018 and has held it in 28 quarters since. The position peaked at $636K in Q4 2018. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Acima Private Wealth held 465 shares of iShares Core S&P Small-Cap ETF worth $69K as of Q2 2026.
Acima Private Wealth left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Acima Private Wealth's portfolio in Q2 2026, its #136 holding.
Acima Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 28 quarters since.
Acima Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $636K in Q4 2018.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.