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

Axxcess 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	$66.9M	Sell	451,113 -5,957	-1%	-$818K	1.06%	18
2026 Q1	$56.8M	Sell	457,070 -13,732	-3%	-$1.74M	1.82%	13
2025 Q4	$56.6M	Buy	470,802 +80,330	+21%	+$9.61M	0.98%	22
2025 Q3	$46.4M	Buy	390,472 +37,040	+10%	+$4.26M	0.98%	25
2025 Q2	$38.6M	Buy	353,432 +4,581	+1%	+$474K	0.9%	23
2025 Q1	$36.5M	Sell	348,851 -1,553	-0.4%	-$175K	0.97%	21
2024 Q4	$40.4M	Sell	350,404 -11,081	-3%	-$1.32M	0.97%	20
2024 Q3	$42.3M	Buy	361,485 +50,165	+16%	+$5.67M	1.04%	21
2024 Q2	$33.2M	Sell	311,320 -4,060	-1%	-$434K	0.88%	23
2024 Q1	$34.9M	Buy	315,380 +10,635	+3%	+$1.13M	0.95%	21
2023 Q4	$33M	Buy	304,745 +5,443	+2%	+$525K	0.96%	19
2023 Q3	$28.2M	Buy	299,302 +290,820	+3,429%	+$29.1M	0.96%	21
2023 Q2	$845K	Sell	8,482 -8,851	-51%	-$843K	0.06%	256
2023 Q1	$1.68M	Buy	17,333 +2,855	+20%	+$285K	0.13%	159
2022 Q4	$1.37M	Buy	14,478 +6,690	+86%	+$642K	0.11%	176
2022 Q3	$679K	Sell	7,788 -2,494	-24%	-$242K	0.06%	257
2022 Q2	$950K	Sell	10,282 -3,077	-23%	-$306K	0.09%	195
2022 Q1	$1.44M	Buy	13,359 +1,698	+15%	+$183K	0.11%	151
2021 Q4	$1.33M	Buy	+11,661	New	+$1.33M	0.1%	164

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

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

Axxcess Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, selling an estimated $818K and leaving 451,113 shares worth $66.9M. The position accounts for 1.06% of the portfolio, ranked #18.

Axxcess Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Axxcess Wealth Management held 451,113 shares of iShares Core S&P Small-Cap ETF worth $66.9M as of Q2 2026.
Axxcess Wealth Management sold 5,957 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $818K.
iShares Core S&P Small-Cap ETF made up 1.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #18 holding.
Axxcess Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.