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

Drive 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	$9.45M	Buy	63,722 +515	+0.8%	+$70.7K	1.68%	10
2026 Q1	$7.86M	Buy	63,207 +4,595	+8%	+$584K	1.66%	12
2025 Q4	$7.04M	Sell	58,612 -135	-0.2%	-$16.1K	1.37%	15
2025 Q3	$6.98M	Buy	58,747 +15,937	+37%	+$1.83M	1.48%	14
2025 Q2	$4.68M	Buy	42,810 +2,846	+7%	+$294K	1.03%	17
2025 Q1	$4.18M	Buy	39,964 +2,097	+6%	+$237K	0.98%	18
2024 Q4	$4.36M	Buy	37,867 +4,247	+13%	+$507K	1.07%	19
2024 Q3	$3.93M	Buy	33,620 +1,113	+3%	+$126K	1.02%	18
2024 Q2	$3.47M	Buy	32,507 +2,794	+9%	+$299K	0.94%	22
2024 Q1	$3.28M	Buy	29,713 +5,465	+23%	+$580K	0.92%	21
2023 Q4	$2.62M	Buy	24,248 +6,273	+35%	+$605K	0.85%	21
2023 Q3	$1.7M	Buy	17,975 +4,740	+36%	+$474K	0.62%	37
2023 Q2	$1.32M	Buy	13,235 +9,264	+233%	+$882K	0.49%	45
2023 Q1	$384K	Buy	+3,971	New	+$397K	0.16%	144

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

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

Drive Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.81% in Q2 2026, buying an estimated $70.7K and bringing the position to 63,722 shares worth $9.45M. The position accounts for 1.68% of the portfolio, ranked #10.

Drive Wealth Management first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Drive Wealth Management held 63,722 shares of iShares Core S&P Small-Cap ETF worth $9.45M as of Q2 2026.
Drive Wealth Management bought 515 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $70.7K.
iShares Core S&P Small-Cap ETF made up 1.68% of Drive Wealth Management's portfolio in Q2 2026, its #10 holding.
Drive Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.