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

CM Wealth Advisors’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	$2.79M	Buy	22,454 +30	+0.1%	+$3.81K	0.59%	19
2025 Q4	$2.69M	Buy	22,424 +1,476	+7%	+$177K	0.61%	21
2025 Q3	$2.49M	Buy	20,948 +218	+1%	+$25.1K	0.66%	17
2025 Q2	$2.27M	Sell	20,730 -2,067	-9%	-$214K	0.67%	16
2025 Q1	$2.38M	Buy	22,797 +75	+0.3%	+$8.46K	0.76%	15
2024 Q4	$2.62M	Buy	22,722 +115	+0.5%	+$13.7K	0.86%	15
2024 Q3	$2.64M	Buy	22,607 +4,567	+25%	+$516K	0.86%	13
2024 Q2	$1.92M	Sell	18,040 -36,092	-67%	-$3.86M	0.91%	13
2024 Q1	$5.88M	Buy	54,132 +29,064	+116%	+$3.09M	1.68%	9
2023 Q4	$2.71M	Buy	25,068 +90	+0.4%	+$8.67K	1.17%	13
2023 Q3	$2.41M	Buy	24,978 +7,064	+39%	+$706K	0.93%	15
2023 Q2	$1.87M	Sell	17,914 -7,155	-29%	-$681K	0.61%	21
2023 Q1	$2.3M	Buy	25,069 +7,246	+41%	+$724K	0.44%	42
2022 Q4	$1.69M	Sell	17,823 -1,540,698	-99%	-$148M	0.86%	16
2022 Q3	$1.56B	Buy	1,558,521 +1,532,442	+5,876%	+$149M	0.86%	16
2022 Q2	$2.41M	Buy	+26,079	New	+$2.59M	1.47%	10

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

CM Wealth Advisors's IJR Position: Q1 2026 in Review

CM Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.13% in Q1 2026, buying an estimated $3.81K and bringing the position to 22,454 shares worth $2.79M. The position accounts for 0.59% of the portfolio, ranked #19.

CM Wealth Advisors first reported a position in IJR in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.56B in Q3 2022. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

CM Wealth Advisors held 22,454 shares of iShares Core S&P Small-Cap ETF worth $2.79M as of Q1 2026.
CM Wealth Advisors bought 30 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.81K.
iShares Core S&P Small-Cap ETF made up 0.59% of CM Wealth Advisors's portfolio in Q1 2026, its #19 holding.
CM Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.56B in Q3 2022.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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