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

Coastline Complete Wealth’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 		$11.1M Buy
89,015
+2,906
+3% +$369K 6.86% 5
2025
Q4 		$10.3M Buy
+86,109
New +$10.3M 6.52% 6

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Coastline Complete Wealth's IJR Position: Q1 2026 in Review

Coastline Complete Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q1 2026, buying an estimated $369K and bringing the position to 89,015 shares worth $11.1M. The position accounts for 6.86% of the portfolio, ranked #5.

Coastline Complete Wealth first reported a position in IJR in Q4 2025 and has held it in 2 quarters since. 2,747 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Coastline Complete Wealth held 89,015 shares of iShares Core S&P Small-Cap ETF worth $11.1M as of Q1 2026.
  • Coastline Complete Wealth bought 2,906 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $369K.
  • iShares Core S&P Small-Cap ETF made up 6.86% of Coastline Complete Wealth's portfolio in Q1 2026, its #5 holding.
  • Coastline Complete Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.