Code Waechter’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Code Waechter’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	$248K	Buy	1,674 +28	+2%	+$3.84K	0.13%	116
2026 Q1	$205K	Buy	+1,646	New	+$209K	0.12%	116
2025 Q1	–	Sell	-1,778	Closed	-$205K	–	131
2024 Q4	$205K	Sell	1,778 -784	-31%	-$93.7K	0.18%	98
2024 Q3	$300K	Buy	+2,562	New	+$289K	0.29%	78

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

Code Waechter's IJR Position: Q2 2026 in Review

Code Waechter increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.7% in Q2 2026, buying an estimated $3.84K and bringing the position to 1,674 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #116.

Code Waechter first reported a position in IJR in Q3 2024 and has held it in 4 quarters since. The position peaked at $300K in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Code Waechter held 1,674 shares of iShares Core S&P Small-Cap ETF worth $248K as of Q2 2026.
Code Waechter bought 28 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.84K.
iShares Core S&P Small-Cap ETF made up 0.13% of Code Waechter's portfolio in Q2 2026, its #116 holding.
Code Waechter first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 4 quarters since.
Code Waechter's iShares Core S&P Small-Cap ETF position peaked at $300K in Q3 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.