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

Chemistry 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	$1.59M	Buy	10,734 +5	+0%	+$686	0.25%	61
2026 Q1	$1.33M	Hold	10,729	–	–	0.23%	65
2025 Q4	$1.29M	Sell	10,729 -216	-2%	-$25.8K	0.24%	69
2025 Q3	$1.3M	Hold	10,945	–	–	0.25%	63
2025 Q2	$1.2M	Hold	10,945	–	–	0.26%	64
2025 Q1	$1.14M	Hold	10,945	–	–	0.27%	59
2024 Q4	$1.26M	Hold	10,945	–	–	0.3%	53
2024 Q3	$1.28M	Hold	10,945	–	–	0.3%	57
2024 Q2	$1.17M	Sell	10,945 -474	-4%	-$50.7K	0.3%	53
2024 Q1	$1.26M	Sell	11,419 -159	-1%	-$16.9K	0.34%	48
2023 Q4	$1.25M	Sell	11,578 -34	-0.3%	-$3.28K	0.38%	48
2023 Q3	$1.1M	Buy	11,612 +93	+0.8%	+$9.29K	0.36%	50
2023 Q2	$1.15M	Hold	11,519	–	–	0.37%	47
2023 Q1	$1.11M	Sell	11,519 -276	-2%	-$27.6K	0.39%	47
2022 Q4	$1.12M	Hold	11,795	–	–	0.44%	45
2022 Q3	$1.03M	Hold	11,795	–	–	0.41%	43
2022 Q2	$1.09M	Hold	11,795	–	–	0.42%	41
2022 Q1	$1.27M	Buy	+11,795	New	+$1.27M	0.44%	41

Other funds holding IJR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Chemistry Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q2 2026, buying an estimated $686 and bringing the position to 10,734 shares worth $1.59M. The position accounts for 0.25% of the portfolio, ranked #61.

Chemistry Wealth Management first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 1,585 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Chemistry Wealth Management held 10,734 shares of iShares Core S&P Small-Cap ETF worth $1.59M as of Q2 2026.
Chemistry Wealth Management bought 5 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $686.
iShares Core S&P Small-Cap ETF made up 0.25% of Chemistry Wealth Management's portfolio in Q2 2026, its #61 holding.
Chemistry Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,585 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.