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

Aries 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 Q2	$363K	Hold	2,446	–	–	0.07%	183
2026 Q1	$304K	Hold	2,446	–	–	0.07%	187
2025 Q4	$294K	Hold	2,446	–	–	0.07%	187
2025 Q3	$291K	Hold	2,446	–	–	0.07%	186
2025 Q2	$267K	Sell	2,446 -2,157	-47%	-$223K	0.07%	196
2025 Q1	$481K	Buy	4,603 +2,157	+88%	+$243K	0.13%	138
2024 Q4	$282K	Hold	2,446	–	–	0.08%	187
2024 Q3	$286K	Sell	2,446 -481	-16%	-$54.3K	0.08%	190
2024 Q2	$312K	Buy	2,927 +237	+9%	+$25.4K	0.1%	157
2024 Q1	$297K	Hold	2,690	–	–	0.1%	163
2023 Q4	$291K	Hold	2,690	–	–	0.1%	157
2023 Q3	$250K	Hold	2,690	–	–	0.1%	169
2023 Q2	$268K	Hold	2,690	–	–	0.1%	159
2023 Q1	$260K	Hold	2,690	–	–	0.11%	159
2022 Q4	$255K	Hold	2,690	–	–	0.11%	160
2022 Q3	$263K	Hold	2,690	–	–	0.12%	150
2022 Q2	$249K	Sell	2,690 -91,826	-97%	-$9.13M	0.11%	145
2022 Q1	$10.2M	Buy	94,516 +91,826	+3,414%	+$9.91M	4.41%	5
2021 Q4	$308K	Hold	2,690	–	–	0.12%	146
2021 Q3	$294K	Hold	2,690	–	–	0.12%	144
2021 Q2	$304K	Hold	2,690	–	–	0.13%	135
2021 Q1	$296K	Hold	2,690	–	–	0.13%	135
2020 Q4	$263K	Buy	+2,690	New	+$221K	0.13%	138
2020 Q1	–	Sell	-2,690	Closed	-$225K	–	141
2019 Q4	$225K	Hold	2,690	–	–	0.14%	139
2019 Q3	$207K	Hold	2,690	–	–	0.14%	142
2019 Q2	$212K	Hold	2,690	–	–	0.15%	142
2019 Q1	$208K	Buy	+2,690	New	+$207K	0.16%	140
2018 Q4	–	Sell	-2,690	Closed	-$235K	–	120
2018 Q3	$235K	Hold	2,690	–	–	0.21%	109
2018 Q2	$232K	Hold	2,690	–	–	0.21%	111
2018 Q1	$210K	Hold	2,690	–	–	0.2%	113
2017 Q4	$215K	Buy	+2,690	New	+$203K	0.2%	115

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

Aries Wealth Management's IJR Position: Q2 2026 in Review

Aries Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,446 shares worth $363K. The position accounts for 0.07% of the portfolio, ranked #183.

Aries Wealth Management first reported a position in IJR in Q4 2017 and has held it in 31 quarters since. The position peaked at $10.2M in Q1 2022. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Aries Wealth Management held 2,446 shares of iShares Core S&P Small-Cap ETF worth $363K as of Q2 2026.
Aries Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.07% of Aries Wealth Management's portfolio in Q2 2026, its #183 holding.
Aries Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 31 quarters since.
Aries Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $10.2M in Q1 2022.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.