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

Baker Tilly 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	$669K	Sell	4,511 -147	-3%	-$20.2K	0.14%	141
2026 Q1	$579K	Buy	+4,658	New	+$592K	0.14%	144
2024 Q3	–	Sell	-1,918	Closed	-$205K	–	257
2024 Q2	$205K	Sell	1,918 -959	-33%	-$103K	0.08%	270
2024 Q1	$318K	Sell	2,877 -1,455	-34%	-$154K	0.06%	335
2023 Q4	$469K	Sell	4,332 -461	-10%	-$44.4K	0.08%	293
2023 Q3	$452K	Sell	4,793 -2,969	-38%	-$297K	0.07%	281
2023 Q2	$773K	Buy	7,762 +271	+4%	+$25.8K	0.08%	252
2023 Q1	$724K	Buy	7,491 +180	+2%	+$18K	0.08%	254
2022 Q4	$692K	Buy	7,311 +360	+5%	+$34.5K	0.09%	255
2022 Q3	$606K	Buy	6,951 +2,736	+65%	+$266K	0.08%	257
2022 Q2	$389K	Buy	4,215 +122	+3%	+$12.1K	0.05%	364
2022 Q1	$442K	Sell	4,093 -366	-8%	-$39.5K	0.05%	364
2021 Q4	$511K	Buy	4,459 +717	+19%	+$81.7K	0.05%	343
2021 Q3	$409K	Sell	3,742 -16,659	-82%	-$1.83M	0.05%	363
2021 Q2	$2.31M	Buy	20,401 +1,603	+9%	+$179K	0.37%	55
2021 Q1	$2.04M	Buy	18,798 +15,077	+405%	+$1.58M	0.42%	56
2020 Q4	$342K	Buy	+3,721	New	+$306K	0.11%	213

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

Baker Tilly Wealth Management's IJR Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q2 2026, selling an estimated $20.2K and leaving 4,511 shares worth $669K. The position accounts for 0.14% of the portfolio, ranked #141.

Baker Tilly Wealth Management first reported a position in IJR in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.31M in Q2 2021. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Baker Tilly Wealth Management held 4,511 shares of iShares Core S&P Small-Cap ETF worth $669K as of Q2 2026.
Baker Tilly Wealth Management sold 147 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $20.2K.
iShares Core S&P Small-Cap ETF made up 0.14% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #141 holding.
Baker Tilly Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 17 quarters since.
Baker Tilly Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.31M in Q2 2021.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.