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

Daner Wealth Management’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	$796K	Buy	5,316 +1	+0%	+$137	0.43%	33
2026 Q1	$722K	Buy	5,315 +13	+0.2%	+$1.65K	0.42%	35
2025 Q4	$700K	Sell	5,302 -2	-0%	-$239	0.43%	34
2025 Q3	$624K	Sell	5,304 -2	-0%	-$230	0.4%	36
2025 Q2	$607K	Buy	+5,306	New	+$548K	0.42%	36
2024 Q4	$633K	Buy	+5,300	New	+$633K	0.46%	25

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

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

Daner Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q2 2026, buying an estimated $137 and bringing the position to 5,316 shares worth $796K. The position accounts for 0.43% of the portfolio, ranked #33.

Daner Wealth Management first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Daner Wealth Management held 5,316 shares of iShares Core S&P Small-Cap ETF worth $796K as of Q2 2026.
Daner Wealth Management bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.43% of Daner Wealth Management's portfolio in Q2 2026, its #33 holding.
Daner Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.