Bensler’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bensler’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	$505K	Buy	3,404 +64	+2%	+$8.78K	0.04%	133
2026 Q1	$415K	Hold	3,340	–	–	0.04%	131
2025 Q4	$401K	Sell	3,340 -143	-4%	-$17.1K	0.04%	129
2025 Q3	$414K	Buy	3,483 +82	+2%	+$9.43K	0.04%	123
2025 Q2	$372K	Sell	3,401 -18	-0.5%	-$1.86K	0.04%	126
2025 Q1	$358K	Sell	3,419 -788	-19%	-$88.9K	0.04%	119
2024 Q4	$485K	Buy	4,207 +6	+0.1%	+$717	0.06%	111
2024 Q3	$491K	Buy	4,201 +113	+3%	+$12.8K	0.06%	105
2024 Q2	$436K	Sell	4,088 -17	-0.4%	-$1.82K	0.06%	108
2024 Q1	$454K	Buy	4,105 +19	+0.5%	+$2.02K	0.07%	109
2023 Q4	$442K	Sell	4,086 -26	-0.6%	-$2.51K	0.07%	111
2023 Q3	$388K	Hold	4,112	–	–	0.07%	112
2023 Q2	$410K	Buy	4,112 +53	+1%	+$5.05K	0.08%	113
2023 Q1	$392K	Sell	4,059 -261	-6%	-$26.1K	0.08%	113
2022 Q4	$409K	Sell	4,320 -997	-19%	-$95.6K	0.09%	112
2022 Q3	$464K	Buy	5,317 +68	+1%	+$6.61K	0.11%	104
2022 Q2	$485K	Buy	5,249 +1,623	+45%	+$161K	0.12%	100
2022 Q1	$391K	Buy	+3,626	New	+$391K	0.08%	112

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

Bensler's IJR Position: Q2 2026 in Review

Bensler increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q2 2026, buying an estimated $8.78K and bringing the position to 3,404 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #133.

Bensler first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Bensler held 3,404 shares of iShares Core S&P Small-Cap ETF worth $505K as of Q2 2026.
Bensler bought 64 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $8.78K.
iShares Core S&P Small-Cap ETF made up 0.04% of Bensler's portfolio in Q2 2026, its #133 holding.
Bensler first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.