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

Collaborative Wealth Management's IJR Position: Q2 2026 in Review

Collaborative Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, buying an estimated $4.39K and bringing the position to 2,930 shares worth $435K. The position accounts for 0.18% of the portfolio, ranked #80.

Collaborative Wealth Management first reported a position in IJR in Q1 2021 and has held it in 19 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

• Collaborative Wealth Management held 2,930 shares of iShares Core S&P Small-Cap ETF worth $435K as of Q2 2026.
• Collaborative Wealth Management bought 32 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.39K.
• iShares Core S&P Small-Cap ETF made up 0.18% of Collaborative Wealth Management's portfolio in Q2 2026, its #80 holding.
• Collaborative Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 19 quarters since.
• 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.