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

Altus Wealth 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
Q2 		$556K Hold
3,749
– – 0.2% 88
2026
Q1 		$466K Sell
3,749
-2
-0.1% -$254 0.19% 86
2025
Q4 		$451K Sell
3,751
-51
-1% -$6.1K 0.18% 90
2025
Q3 		$452K Sell
3,802
-307
-7% -$35.3K 0.19% 92
2025
Q2 		$449K Buy
4,109
+7
+0.2% +$724 0.2% 87
2025
Q1 		$429K Buy
4,102
+28
+0.7% +$3.16K 0.2% 91
2024
Q4 		$469K Buy
4,074
+386
+10% +$46.1K 0.21% 92
2024
Q3 		$431K Sell
3,688
-116
-3% -$13.1K 0.18% 99
2024
Q2 		$406K Buy
3,804
+193
+5% +$20.6K 0.2% 92
2024
Q1 		$399K Sell
3,611
-99
-3% -$10.5K 0.2% 99
2023
Q4 		$402K Sell
3,710
-260
-7% -$25.1K 0.22% 92
2023
Q3 		$374K Buy
3,970
+191
+5% +$19.1K 0.24% 88
2023
Q2 		$377K Sell
3,779
-26
-0.7% -$2.48K 0.23% 92
2023
Q1 		$368K Sell
3,805
-10
-0.3% -$1K 0.25% 91
2022
Q4 		$361K Sell
3,815
-15,500
-80% -$1.49M 0.27% 89
2022
Q3 		$2.11M Hold
19,315
– – 2.1% 11
2022
Q2 		$2.11M Buy
19,315
+15,561
+415% +$1.55M 2.1% 11
2022
Q1 		$405K Sell
3,754
-19,787
-84% -$2.14M 0.33% 65
2021
Q4 		$2.7M Buy
23,541
+4,226
+22% +$482K 2.22% 11
2021
Q3 		$2.11M Sell
19,315
-1,734
-8% -$191K 2.1% 11
2021
Q2 		$2.38M Buy
21,049
+214
+1% +$23.9K 2.32% 10
2021
Q1 		$2.32M Buy
20,835
+629
+3% +$65.8K 2.31% 10
2020
Q4 		$1.86M Buy
+20,206
New +$1.66M 1.78% 12

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

Altus Wealth Group's IJR Position: Q2 2026 in Review

Altus Wealth Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,749 shares worth $556K. The position accounts for 0.2% of the portfolio, ranked #88.

Altus Wealth Group first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.7M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Altus Wealth Group held 3,749 shares of iShares Core S&P Small-Cap ETF worth $556K as of Q2 2026.
  • Altus Wealth Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.2% of Altus Wealth Group's portfolio in Q2 2026, its #88 holding.
  • Altus Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $2.7M in Q4 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.