American Money Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

American Money 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 Q2	$9.64M	Sell	64,967 -1,726	-3%	-$237K	1.38%	26
2026 Q1	$8.29M	Buy	66,693 +354	+0.5%	+$45K	1.31%	27
2025 Q4	$7.97M	Buy	66,339 +1,456	+2%	+$174K	1.25%	31
2025 Q3	$7.71M	Sell	64,883 -40	-0.1%	-$4.6K	1.29%	29
2025 Q2	$7.1M	Buy	64,923 +1,348	+2%	+$139K	1.25%	27
2025 Q1	$6.65M	Buy	63,575 +2,022	+3%	+$228K	1.26%	29
2024 Q4	$7.09M	Buy	61,553 +1,643	+3%	+$196K	1.38%	23
2024 Q3	$7.01M	Buy	59,910 +7,279	+14%	+$822K	1.4%	23
2024 Q2	$5.61M	Sell	52,631 -634	-1%	-$67.8K	1.2%	32
2024 Q1	$5.89M	Buy	53,265 +2,102	+4%	+$223K	1.23%	33
2023 Q4	$5.54M	Buy	51,163 +24,849	+94%	+$2.39M	1.25%	30
2023 Q3	$2.48M	Buy	26,314 +1,864	+8%	+$186K	0.63%	49
2023 Q2	$2.44M	Buy	24,450 +876	+4%	+$83.4K	0.61%	49
2023 Q1	$2.28M	Buy	23,574 +685	+3%	+$68.5K	0.61%	50
2022 Q4	$2.17M	Buy	22,889 +1,049	+5%	+$101K	0.62%	47
2022 Q3	$1.9M	Buy	21,840 +639	+3%	+$62.1K	0.58%	48
2022 Q2	$1.96M	Buy	21,201 +7,498	+55%	+$746K	0.57%	48
2022 Q1	$1.48M	Buy	13,703 +323	+2%	+$34.9K	0.39%	58
2021 Q4	$1.53M	Buy	13,380 +7,977	+148%	+$909K	0.4%	58
2021 Q3	$590K	Buy	5,403 +2,795	+107%	+$308K	0.17%	90
2021 Q2	$295K	Sell	2,608 -67	-3%	-$7.47K	0.1%	76
2021 Q1	$290K	Sell	2,675 -847	-24%	-$88.7K	0.11%	78
2020 Q4	$324K	Buy	3,522 +337	+11%	+$27.7K	0.13%	69
2020 Q3	$224K	Buy	3,185 +107	+3%	+$7.67K	0.1%	72
2020 Q2	$210K	Buy	+3,078	New	+$194K	0.1%	73
2014 Q2	–	Sell	-4,810	Closed	-$265K	–	93
2014 Q1	$265K	Sell	4,810 -470	-9%	-$25.4K	0.23%	74
2013 Q4	$288K	Buy	+5,280	New	+$276K	0.25%	69

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Money Management's IJR Position: Q2 2026 in Review

American Money Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, selling an estimated $237K and leaving 64,967 shares worth $9.64M. The position accounts for 1.38% of the portfolio, ranked #26.

American Money Management first reported a position in IJR in Q4 2013 and has held it in 27 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

American Money Management held 64,967 shares of iShares Core S&P Small-Cap ETF worth $9.64M as of Q2 2026.
American Money Management sold 1,726 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $237K.
iShares Core S&P Small-Cap ETF made up 1.38% of American Money Management's portfolio in Q2 2026, its #26 holding.
American Money Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 27 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.