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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
Q2 		$3.35M Buy
22,559
+105
+0.5% +$14.4K 0.6% 18
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
-52
-0.3% -$4.99K 0.86% 16
2022
Q3 		$1.56M Sell
17,875
-8,204
-31% -$797K 0.86% 16
2022
Q2 		$2.41M Buy
+26,079
New +$2.59M 1.47% 10

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CM Wealth Advisors's IJR Position: Q2 2026 in Review

CM Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.47% in Q2 2026, buying an estimated $14.4K and bringing the position to 22,559 shares worth $3.35M. The position accounts for 0.6% of the portfolio, ranked #18.

CM Wealth Advisors first reported a position in IJR in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.88M in Q1 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • CM Wealth Advisors held 22,559 shares of iShares Core S&P Small-Cap ETF worth $3.35M as of Q2 2026.
  • CM Wealth Advisors bought 105 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $14.4K.
  • iShares Core S&P Small-Cap ETF made up 0.6% of CM Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • CM Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • CM Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $5.88M in Q1 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.