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

Buck Wealth Strategies’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	$10.3M	Buy	82,644 +2,783	+3%	+$354K	1.27%	34
2025 Q4	$9.6M	Buy	79,861 +8,862	+12%	+$1.06M	1.22%	37
2025 Q3	$8.44M	Buy	70,999 +6,551	+10%	+$753K	1.16%	36
2025 Q2	$7.04M	Sell	64,448 -8,596	-12%	-$889K	1.07%	36
2025 Q1	$7.64M	Sell	73,044 -46,866	-39%	-$5.29M	1.39%	33
2024 Q4	$13.8M	Buy	119,910 +51,468	+75%	+$6.15M	2.87%	7
2024 Q3	$8.01M	Sell	68,442 -3,161	-4%	-$357K	2.52%	11
2024 Q2	$7.64M	Buy	+71,603	New	+$7.66M	2.25%	16
2024 Q1	–	Sell	-62,735	Closed	-$6.79M	–	86
2023 Q4	$6.79M	Buy	62,735 +1,922	+3%	+$185K	2.52%	24
2023 Q3	$5.74M	Buy	+60,813	New	+$6.08M	2.31%	17
2022 Q3	$5.23M	Buy	+55,437	New	+$5.38M	2.45%	18

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

Buck Wealth Strategies's IJR Position: Q1 2026 in Review

Buck Wealth Strategies increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q1 2026, buying an estimated $354K and bringing the position to 82,644 shares worth $10.3M. The position accounts for 1.27% of the portfolio, ranked #34.

Buck Wealth Strategies first reported a position in IJR in Q3 2022 and has held it in 11 quarters since. The position peaked at $13.8M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Buck Wealth Strategies held 82,644 shares of iShares Core S&P Small-Cap ETF worth $10.3M as of Q1 2026.
Buck Wealth Strategies bought 2,783 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $354K.
iShares Core S&P Small-Cap ETF made up 1.27% of Buck Wealth Strategies's portfolio in Q1 2026, its #34 holding.
Buck Wealth Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 11 quarters since.
Buck Wealth Strategies's iShares Core S&P Small-Cap ETF position peaked at $13.8M in Q4 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.