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

Alliance Wealth Management Group’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 		$6.31M Buy
50,715
+2,177
+4% +$277K 1.38% 23
2025
Q4 		$5.84M Sell
48,538
-5,253
-10% -$628K 1.28% 23
2025
Q3 		$6.39M Buy
53,791
+7,713
+17% +$887K 1.42% 23
2025
Q2 		$5.04M Buy
46,078
+3,541
+8% +$366K 1.28% 25
2025
Q1 		$4.45M Buy
42,537
+2,164
+5% +$244K 1.2% 26
2024
Q4 		$4.65M Buy
40,373
+57
+0.1% +$6.81K 1.24% 25
2024
Q3 		$4.72M Buy
40,316
+4,043
+11% +$457K 1.25% 24
2024
Q2 		$3.87M Buy
36,273
+903
+3% +$96.6K 1.1% 27
2024
Q1 		$3.91M Buy
35,370
+446
+1% +$47.4K 1.15% 26
2023
Q4 		$3.78M Buy
+34,924
New +$3.37M 1.18% 25
2023
Q2 		$3.1M Buy
31,089
+2,255
+8% +$215K 1.01% 28
2023
Q1 		$2.79M Buy
28,834
+1,003
+4% +$100K 0.95% 29
2022
Q4 		$2.63M Buy
27,831
+607
+2% +$58.2K 0.96% 29
2022
Q3 		$2.37M Buy
27,224
+3,014
+12% +$293K 0.92% 30
2022
Q2 		$2.24M Buy
24,210
+2,895
+14% +$288K 0.83% 29
2022
Q1 		$2.3M Buy
21,315
+2,134
+11% +$230K 0.75% 29
2021
Q4 		$2.2M Buy
19,181
+645
+3% +$73.5K 0.68% 31
2021
Q3 		$2.02M Buy
18,536
+2,032
+12% +$224K 0.66% 31
2021
Q2 		$1.86M Buy
16,504
+13,299
+415% +$1.48M 0.62% 31
2021
Q1 		$348K Sell
3,205
-109
-3% -$11.4K 0.13% 50
2020
Q4 		$307K Sell
3,314
-1,462
-31% -$120K 0.12% 53
2020
Q3 		$339K Buy
4,776
+695
+17% +$49.8K 0.15% 48
2020
Q2 		$283K Buy
+4,081
New +$258K 0.13% 50
2020
Q1 		– Sell
-3,473
Closed -$289K – 57
2019
Q4 		$289K Buy
3,473
+61
+2% +$4.91K 0.13% 49
2019
Q3 		$266K Buy
3,412
+567
+20% +$43.9K 0.13% 47
2019
Q2 		$223K Sell
2,845
-660
-19% -$51.2K 0.11% 50
2019
Q1 		$270K Buy
+3,505
New +$269K 0.14% 46
2017
Q4 		– Sell
-29,386
Closed -$2.17M – 82
2017
Q3 		$2.17M Buy
29,386
+14,060
+92% +$985K 0.55% 34
2017
Q2 		$1.07M Buy
15,326
+105
+0.7% +$7.27K 0.6% 34
2017
Q1 		$1.07M Buy
+15,221
New +$1.05M 0.62% 35
2016
Q1 		– Sell
-106,596
Closed -$5.87M – 26
2015
Q4 		$5.87M Buy
+106,596
New +$6.01M 5.6% 6

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

Alliance Wealth Management Group's IJR Position: Q1 2026 in Review

Alliance Wealth Management Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.5% in Q1 2026, buying an estimated $277K and bringing the position to 50,715 shares worth $6.31M. The position accounts for 1.38% of the portfolio, ranked #23.

Alliance Wealth Management Group first reported a position in IJR in Q4 2015 and has held it in 31 quarters since. The position peaked at $6.39M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Alliance Wealth Management Group held 50,715 shares of iShares Core S&P Small-Cap ETF worth $6.31M as of Q1 2026.
  • Alliance Wealth Management Group bought 2,177 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $277K.
  • iShares Core S&P Small-Cap ETF made up 1.38% of Alliance Wealth Management Group's portfolio in Q1 2026, its #23 holding.
  • Alliance Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 31 quarters since.
  • Alliance Wealth Management Group's iShares Core S&P Small-Cap ETF position peaked at $6.39M in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.