BWM
IJR icon

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

Boyd 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 		$15M Buy
101,192
+60,581
+149% +$8.31M 5.68% 8
2026
Q1 		$5.05M Sell
40,611
-65,821
-62% -$8.36M 2.13% 12
2025
Q4 		$12.8M Buy
106,432
+66,083
+164% +$7.9M 5.42% 7
2025
Q3 		$4.79M Buy
40,349
+1,530
+4% +$176K 2.06% 12
2025
Q2 		$4.24M Sell
38,819
-846
-2% -$87.5K 1.84% 12
2025
Q1 		$4.15M Buy
39,665
+1,396
+4% +$158K 2.07% 10
2024
Q4 		$4.41M Sell
38,269
-2,327
-6% -$278K 2.17% 11
2024
Q3 		$4.75M Sell
40,596
-13,230
-25% -$1.49M 2.41% 12
2024
Q2 		$5.74M Buy
53,826
+2,080
+4% +$223K 3.17% 11
2024
Q1 		$5.72M Sell
51,746
-43,553
-46% -$4.62M 3.27% 9
2023
Q4 		$10.3M Buy
95,299
+25,273
+36% +$2.44M 6.41% 5
2023
Q3 		$6.61M Buy
70,026
+29,560
+73% +$2.95M 4.44% 7
2023
Q2 		$4.03M Sell
40,466
-82,526
-67% -$7.86M 2.45% 13
2023
Q1 		$11.9M Buy
122,992
+77,357
+170% +$7.73M 8.26% 5
2022
Q4 		$4.32M Sell
45,635
-26,021
-36% -$2.5M 3.17% 10
2022
Q3 		$6.25M Buy
71,656
+34,553
+93% +$3.36M 5% 8
2022
Q2 		$3.43M Sell
37,103
-2,034
-5% -$202K 2.8% 10
2022
Q1 		$4.22M Buy
39,137
+8,431
+27% +$910K 3.16% 10
2021
Q4 		$3.52M Buy
+30,706
New +$3.5M 2.55% 12

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Boyd Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 149% in Q2 2026, buying an estimated $8.31M and bringing the position to 101,192 shares worth $15M. The position accounts for 5.68% of the portfolio, ranked #8.

Boyd Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 585 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Boyd Wealth Management held 101,192 shares of iShares Core S&P Small-Cap ETF worth $15M as of Q2 2026.
  • Boyd Wealth Management bought 60,581 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $8.31M.
  • iShares Core S&P Small-Cap ETF made up 5.68% of Boyd Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Boyd 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.
  • 585 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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