CWA Asset Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CWA Asset Management Group’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	$1.22M	Buy	8,212 +2,193	+36%	+$301K	0.04%	369
2026 Q1	$748K	Buy	6,019 +492	+9%	+$62.5K	0.03%	419
2025 Q4	$664K	Sell	5,527 -241	-4%	-$28.8K	0.02%	412
2025 Q3	$685K	Buy	5,768 +729	+14%	+$83.8K	0.03%	421
2025 Q2	$551K	Sell	5,039 -2,112	-30%	-$218K	0.02%	446
2025 Q1	$748K	Buy	7,151 +4,329	+153%	+$488K	0.04%	345
2024 Q4	$325K	Buy	2,822 +230	+9%	+$27.5K	0.02%	472
2024 Q3	$303K	Buy	+2,592	New	+$293K	0.02%	474
2024 Q1	$291K	Buy	2,635 +413	+19%	+$43.9K	0.02%	431
2023 Q4	$241K	Buy	+2,222	New	+$214K	0.02%	379
2023 Q1	–	Sell	-2,313	Closed	-$219K	–	343
2022 Q4	$219K	Buy	+2,313	New	+$222K	0.02%	296
2022 Q1	–	Sell	-2,719	Closed	-$311K	–	310
2021 Q4	$311K	Buy	2,719 +136	+5%	+$15.5K	0.02%	226
2021 Q3	$282K	Buy	2,583 +50	+2%	+$5.51K	0.02%	233
2021 Q2	$288K	Buy	2,533 +422	+20%	+$47.1K	0.02%	225
2021 Q1	$229K	Buy	+2,111	New	+$221K	0.02%	241
2018 Q4	–	Sell	-2,335	Closed	-$204K	–	209
2018 Q3	$204K	Buy	+2,335	New	+$205K	0.05%	190

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

CWA Asset Management Group's IJR Position: Q2 2026 in Review

CWA Asset Management Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 36% in Q2 2026, buying an estimated $301K and bringing the position to 8,212 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #369.

CWA Asset Management Group first reported a position in IJR in Q3 2018 and has held it in 16 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

CWA Asset Management Group held 8,212 shares of iShares Core S&P Small-Cap ETF worth $1.22M as of Q2 2026.
CWA Asset Management Group bought 2,193 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $301K.
iShares Core S&P Small-Cap ETF made up 0.04% of CWA Asset Management Group's portfolio in Q2 2026, its #369 holding.
CWA Asset Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 16 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.