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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Code Waechter's IJR Position: Q1 2026 in Review

Code Waechter opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 1,646 shares worth $205K. The stake represents 0.12% of the portfolio and ranks #116 among its holdings. This is a return to the name: Code Waechter previously reported a position in IJR as recently as Q4 2024.

Code Waechter first reported a position in IJR in Q3 2024 and has held it in 3 quarters since. The position peaked at $300K in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Code Waechter held 1,646 shares of iShares Core S&P Small-Cap ETF worth $205K as of Q1 2026.
  • iShares Core S&P Small-Cap ETF was a new Code Waechter position in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Code Waechter's portfolio in Q1 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 3 quarters since.
  • Code Waechter's iShares Core S&P Small-Cap ETF position peaked at $300K in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.