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CWS Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CWS Financial Advisors’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 		$18.1M Sell
145,841
-24,510
-14% -$3.11M 4.65% 4
2025
Q4 		$20.5M Sell
170,351
-3,143
-2% -$376K 5.56% 3
2025
Q3 		$20.6M Sell
173,494
-457
-0.3% -$52.6K 5.72% 3
2025
Q2 		$19M Buy
173,951
+2,305
+1% +$238K 5.53% 3
2025
Q1 		$17.9M Buy
171,646
+4,516
+3% +$510K 5.67% 3
2024
Q4 		$19.3M Buy
167,130
+2,670
+2% +$319K 6.23% 3
2024
Q3 		$19.2M Sell
164,460
-589
-0.4% -$66.5K 6.81% 3
2024
Q2 		$17.6M Buy
165,049
+6,286
+4% +$673K 6.92% 3
2024
Q1 		$17.5M Buy
158,763
+4,885
+3% +$519K 7.19% 3
2023
Q4 		$16.7M Buy
153,878
+12,532
+9% +$1.21M 6.25% 3
2023
Q3 		$13.3M Buy
141,346
+12,932
+10% +$1.29M 5.35% 3
2023
Q2 		$12.8M Buy
128,414
+15,694
+14% +$1.49M 4.85% 3
2023
Q1 		$10.9M Buy
112,720
+102,681
+1,023% +$10.3M 4.34% 4
2022
Q4 		$1.09M Sell
10,039
-16,373
-62% -$1.57M 0.47% 28
2022
Q3 		$2.3M Buy
26,412
+3,591
+16% +$349K 1.1% 13
2022
Q2 		$2.11M Buy
22,821
+11,252
+97% +$1.12M 0.96% 15
2022
Q1 		$1.25M Sell
11,569
-932
-7% -$101K 0.47% 29
2021
Q4 		$1.43M Buy
+12,501
New +$1.42M 0.5% 25
2021
Q2 		$1.15M Buy
10,214
+175
+2% +$19.5K 0.46% 30
2021
Q1 		$1.09M Hold
10,039
– – 0.47% 28
2020
Q4 		$923K Buy
10,039
+522
+5% +$42.9K 0.54% 33
2020
Q3 		$668K Buy
9,517
+22
+0.2% +$1.58K 0.44% 44
2020
Q2 		$648K Buy
+9,495
New +$599K 0.47% 44

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

CWS Financial Advisors's IJR Position: Q1 2026 in Review

CWS Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q1 2026, selling an estimated $3.11M and leaving 145,841 shares worth $18.1M. The position accounts for 4.65% of the portfolio, ranked #4.

CWS Financial Advisors first reported a position in IJR in Q2 2020 and has held it in 23 quarters since. The position peaked at $20.6M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • CWS Financial Advisors held 145,841 shares of iShares Core S&P Small-Cap ETF worth $18.1M as of Q1 2026.
  • CWS Financial Advisors sold 24,510 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.11M.
  • iShares Core S&P Small-Cap ETF made up 4.65% of CWS Financial Advisors's portfolio in Q1 2026, its #4 holding.
  • CWS Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 23 quarters since.
  • CWS Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $20.6M in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.