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Aegis Wealth Management (Maryland)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aegis Wealth Management (Maryland)’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 		$440K Buy
+2,970
New +$408K 0.21% 94
2025
Q4 		– Sell
-1,770
Closed -$210K – 125
2025
Q3 		$210K Buy
+1,770
New +$204K 0.11% 120
2025
Q2 		– Sell
-4,770
Closed -$499K – 116
2025
Q1 		$499K Buy
+4,770
New +$538K 0.29% 60

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

Aegis Wealth Management (Maryland)'s IJR Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 2,970 shares worth $440K. The stake represents 0.21% of the portfolio and ranks #94 among its holdings. This is a return to the name: Aegis Wealth Management (Maryland) previously reported a position in IJR as recently as Q3 2025.

Aegis Wealth Management (Maryland) first reported a position in IJR in Q1 2025 and has held it in 3 quarters since. The position peaked at $499K in Q1 2025. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 2,970 shares of iShares Core S&P Small-Cap ETF worth $440K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Aegis Wealth Management (Maryland) position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.21% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #94 holding.
  • Aegis Wealth Management (Maryland) first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Maryland)'s iShares Core S&P Small-Cap ETF position peaked at $499K in Q1 2025.
  • 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.