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

Adamsbrown Wealth Consultants’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	$262K	Buy	+1,768	New	+$243K	0.05%	136
2023 Q1	–	Sell	-2,561	Closed	-$242K	–	79
2022 Q4	$242K	Sell	2,561 -1,596	-38%	-$153K	0.15%	66
2022 Q3	$362K	Sell	4,157 -2,407	-37%	-$234K	0.28%	48
2022 Q2	$607K	Sell	6,564 -3,774	-37%	-$375K	0.48%	36
2022 Q1	$1.11M	Sell	10,338 -3,156	-23%	-$341K	0.88%	25
2021 Q4	$1.54M	Buy	+13,494	New	+$1.54M	1.39%	15

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Adamsbrown Wealth Consultants's IJR Position: Q2 2026 in Review

Adamsbrown Wealth Consultants opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,768 shares worth $262K. The stake represents 0.05% of the portfolio and ranks #136 among its holdings. This is a return to the name: Adamsbrown Wealth Consultants previously reported a position in IJR as recently as Q4 2022.

Adamsbrown Wealth Consultants first reported a position in IJR in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2021. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Adamsbrown Wealth Consultants held 1,768 shares of iShares Core S&P Small-Cap ETF worth $262K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Adamsbrown Wealth Consultants position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #136 holding.
Adamsbrown Wealth Consultants first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 6 quarters since.
Adamsbrown Wealth Consultants's iShares Core S&P Small-Cap ETF position peaked at $1.54M in Q4 2021.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.