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

Causey Wealth LLC’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	$5.87M	Buy	39,582 +1,457	+4%	+$200K	2.29%	18
2026 Q1	$4.74M	Sell	38,125 -3,987	-9%	-$507K	2.01%	18
2025 Q4	$5.06M	Sell	42,112 -26	-0.1%	-$3.11K	2.3%	19
2025 Q3	$5.01M	Buy	42,138 +46	+0.1%	+$5.29K	2.44%	18
2025 Q2	$4.6M	Buy	42,092 +1,764	+4%	+$182K	2.36%	20
2025 Q1	$4.22M	Sell	40,328 -9,573	-19%	-$1.08M	2.36%	20
2024 Q4	$5.75M	Buy	+49,901	New	+$5.96M	3.35%	11

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

Causey Wealth LLC's IJR Position: Q2 2026 in Review

Causey Wealth LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q2 2026, buying an estimated $200K and bringing the position to 39,582 shares worth $5.87M. The position accounts for 2.29% of the portfolio, ranked #18.

Causey Wealth LLC first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Causey Wealth LLC held 39,582 shares of iShares Core S&P Small-Cap ETF worth $5.87M as of Q2 2026.
Causey Wealth LLC bought 1,457 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $200K.
iShares Core S&P Small-Cap ETF made up 2.29% of Causey Wealth LLC's portfolio in Q2 2026, its #18 holding.
Causey Wealth LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.