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

Atlantic Edge Private 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 		$1.52M Buy
10,267
+870
+9% +$119K 0.31% 63
2026
Q1 		$1.17M Buy
9,397
+7,285
+345% +$925K 0.29% 66
2025
Q4 		$254K Sell
2,112
-130
-6% -$15.5K 0.06% 122
2025
Q3 		$266K Buy
2,242
+1,626
+264% +$187K 0.07% 121
2025
Q2 		$67.3K Sell
616
-2,011
-77% -$208K 0.02% 186
2025
Q1 		$275K Sell
2,627
-19,245
-88% -$2.17M 0.08% 115
2024
Q4 		$2.52M Buy
21,872
+7,391
+51% +$883K 0.78% 31
2024
Q3 		$1.69M Sell
14,481
-2,332
-14% -$263K 0.52% 49
2024
Q2 		$1.79M Buy
16,813
+760
+5% +$81.3K 0.6% 41
2024
Q1 		$1.77M Sell
16,053
-225
-1% -$23.9K 0.61% 41
2023
Q4 		$1.76M Buy
+16,278
New +$1.57M 0.72% 38

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IJR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.3% in Q2 2026, buying an estimated $119K and bringing the position to 10,267 shares worth $1.52M. The position accounts for 0.31% of the portfolio, ranked #63.

Atlantic Edge Private Wealth Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.52M in Q4 2024. 1,279 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 10,267 shares of iShares Core S&P Small-Cap ETF worth $1.52M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 870 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $119K.
  • iShares Core S&P Small-Cap ETF made up 0.31% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.52M in Q4 2024.
  • 1,279 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.