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

Curio 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
Q2 		– Sell
-441
Closed -$54.9K – 580
2026
Q1 		$54.9K Hold
441
– – 0.02% 127
2025
Q4 		$54.3K Hold
441
– – 0.02% 133
2025
Q3 		$52.4K Buy
441
+171
+63% +$19.7K 0.02% 124
2025
Q2 		$29.5K Buy
270
+269
+26,900% +$27.8K 0.01% 150
2025
Q1 		$31.1K Sell
1
-269
-100% -$30.4K 0.02% 151
2024
Q4 		$31.1K Buy
+270
New +$32.3K 0.02% 147

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Curio Wealth's IJR Position: Q2 2026 in Review

Curio Wealth sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 441 shares — an estimated $54.9K sold.

Curio Wealth first reported a position in IJR in Q4 2024 and held it in 6 quarters. The position peaked at $54.9K in Q1 2026. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Curio Wealth reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 441 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $54.9K.
  • Curio Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's iShares Core S&P Small-Cap ETF position peaked at $54.9K in Q1 2026.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.