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

AE 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
Q1 		$3.97M Buy
31,967
+3,511
+12% +$446K 0.02% 475
2025
Q4 		$3.42M Sell
28,456
-411
-1% -$49.2K 0.02% 462
2025
Q3 		$3.43M Buy
28,867
+5,734
+25% +$659K 0.02% 429
2025
Q2 		$2.53M Sell
23,133
-29,356
-56% -$3.03M 0.02% 481
2025
Q1 		$5.49M Sell
52,489
-7,765
-13% -$876K 0.05% 326
2024
Q4 		$6.94M Sell
60,254
-37,530
-38% -$4.48M 0.06% 284
2024
Q3 		$11.4M Sell
97,784
-3,558
-4% -$402K 0.1% 215
2024
Q2 		$10.8M Buy
101,342
+57,995
+134% +$6.2M 0.11% 213
2024
Q1 		$4.79M Sell
43,347
-589,719
-93% -$62.6M 0.05% 305
2023
Q4 		$67.1M Sell
633,066
-64,737
-9% -$6.24M 0.34% 51
2023
Q3 		$65.8M Buy
697,803
+125,693
+22% +$12.6M 0.39% 43
2023
Q2 		$57M Buy
572,110
+16,067
+3% +$1.53M 0.34% 47
2023
Q1 		$53.8M Buy
556,043
+37,166
+7% +$3.72M 0.35% 43
2022
Q4 		$49.1M Buy
518,877
+37,072
+8% +$3.56M 0.36% 47
2022
Q3 		$42M Buy
481,805
+158,473
+49% +$15.4M 0.33% 58
2022
Q2 		$29.9M Sell
323,332
-53,400
-14% -$5.31M 0.24% 94
2022
Q1 		$40.6M Sell
376,732
-28,788
-7% -$3.11M 0.28% 75
2021
Q4 		$46.4M Sell
405,520
-167,660
-29% -$19.1M 0.32% 63
2021
Q3 		$62.6M Buy
573,180
+76,234
+15% +$8.39M 0.52% 30
2021
Q2 		$56.1M Buy
496,946
+65,485
+15% +$7.3M 0.49% 38
2021
Q1 		$46.8M Buy
431,461
+124,916
+41% +$13.1M 0.47% 40
2020
Q4 		$28.2M Buy
306,545
+43,345
+16% +$3.56M 0.32% 74
2020
Q3 		$18.5M Sell
263,200
-18,265
-6% -$1.31M 0.26% 84
2020
Q2 		$19.2M Buy
281,465
+130,706
+87% +$8.25M 0.3% 82
2020
Q1 		$8.46M Sell
150,759
-87,086
-37% -$6.49M 0.19% 105
2019
Q4 		$19.9M Buy
237,845
+158,089
+198% +$12.7M 0.43% 48
2019
Q3 		$6.21M Buy
79,756
+4,336
+6% +$336K 0.18% 108
2019
Q2 		$5.9M Buy
75,420
+15,776
+26% +$1.22M 0.18% 101
2019
Q1 		$4.6M Sell
59,644
-12,032
-17% -$924K 0.32% 67
2018
Q4 		$4.97M Sell
71,676
-105,879
-60% -$8.18M 0.85% 25
2018
Q3 		$15.5M Buy
177,555
+77,247
+77% +$6.77M 0.85% 27
2018
Q2 		$8.37M Buy
100,308
+7,565
+8% +$616K 0.57% 35
2018
Q1 		$7.14M Buy
92,743
+9,017
+11% +$702K 0.55% 38
2017
Q4 		$6.43M Buy
83,726
+22,590
+37% +$1.7M 0.57% 37
2017
Q3 		$4.54M Buy
61,136
+11,862
+24% +$831K 0.42% 39
2017
Q2 		$3.46M Buy
49,274
+4,016
+9% +$278K 0.41% 47
2017
Q1 		$3.13M Buy
45,258
+39,228
+651% +$2.71M 0.58% 33
2016
Q4 		$415K Buy
+6,030
New +$389K 0.17% 126

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AE Wealth Management's IJR Position: Q1 2026 in Review

AE Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q1 2026, buying an estimated $446K and bringing the position to 31,967 shares worth $3.97M. The position accounts for 0.02% of the portfolio, ranked #475.

AE Wealth Management first reported a position in IJR in Q4 2016 and has held it in 38 quarters since. The position peaked at $67.1M in Q4 2023. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • AE Wealth Management held 31,967 shares of iShares Core S&P Small-Cap ETF worth $3.97M as of Q1 2026.
  • AE Wealth Management bought 3,511 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $446K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #475 holding.
  • AE Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $67.1M in Q4 2023.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.