Commonwealth Retirement Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Commonwealth Retirement Investments’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	$5.68K	Buy	+38	New	+$5.21K	﹤0.01%	346
2026 Q1	–	Sell	-14	Closed	-$1.72K	–	266
2025 Q4	$1.72K	Buy	+14	New	+$1.67K	﹤0.01%	404
2023 Q1	–	Sell	-4,065	Closed	-$385K	–	64
2022 Q4	$385K	Buy	+4,065	New	+$390K	0.23%	57

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

Commonwealth Retirement Investments's IJR Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 38 shares worth $5.68K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IJR as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in IJR in Q4 2022 and has held it in 3 quarters since. The position peaked at $385K in Q4 2022. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Commonwealth Retirement Investments held 38 shares of iShares Core S&P Small-Cap ETF worth $5.68K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Commonwealth Retirement Investments position in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #346 holding.
Commonwealth Retirement Investments first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 3 quarters since.
Commonwealth Retirement Investments's iShares Core S&P Small-Cap ETF position peaked at $385K in Q4 2022.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.