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

Balanced Wealth Group’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 Q1	$3.51M	Buy	28,240 +2,709	+11%	+$344K	1.26%	19
2025 Q4	$3.04M	Sell	25,531 -1	-0%	-$120	1.11%	19
2025 Q3	$2.83M	Buy	25,532 +4	+0%	+$460	1.24%	17
2025 Q2	$2.82M	Sell	25,528 -2,517	-9%	-$260K	1.22%	17
2025 Q1	$2.93M	Sell	28,045 -450	-2%	-$50.8K	1.42%	17
2024 Q4	$3.37M	Sell	28,495 -910	-3%	-$109K	1.51%	16
2024 Q3	$3.44M	Sell	29,405 -2,061	-7%	-$233K	1.52%	17
2024 Q2	$3.33M	Sell	31,466 -14,332	-31%	-$1.53M	1.51%	17
2024 Q1	$5.02M	Sell	45,798 -43,742	-49%	-$4.64M	2.24%	14
2023 Q4	$9.69M	Buy	+89,540	New	+$8.63M	5.04%	4

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Balanced Wealth Group's IJR Position: Q1 2026 in Review

Balanced Wealth Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q1 2026, buying an estimated $344K and bringing the position to 28,240 shares worth $3.51M. The position accounts for 1.26% of the portfolio, ranked #19.

Balanced Wealth Group first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.69M in Q4 2023. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Balanced Wealth Group held 28,240 shares of iShares Core S&P Small-Cap ETF worth $3.51M as of Q1 2026.
Balanced Wealth Group bought 2,709 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $344K.
iShares Core S&P Small-Cap ETF made up 1.26% of Balanced Wealth Group's portfolio in Q1 2026, its #19 holding.
Balanced Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Balanced Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $9.69M in Q4 2023.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.