EGWAG
IJR icon

Elwood & Goetz Wealth Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$8.71M Sell
58,719
-1,223
-2% -$168K 1.29% 15
2026
Q1 		$7.45M Buy
59,942
+628
+1% +$79.8K 1.26% 15
2025
Q4 		$7.13M Sell
59,314
-537
-0.9% -$64.2K 1.25% 16
2025
Q3 		$7.11M Sell
59,851
-1,114
-2% -$128K 1.37% 14
2025
Q2 		$6.66M Buy
60,965
+2,452
+4% +$253K 1.44% 13
2025
Q1 		$6.12M Buy
58,513
+2,598
+5% +$293K 1.49% 13
2024
Q4 		$6.44M Sell
55,915
-443
-0.8% -$52.9K 1.57% 12
2024
Q3 		$6.59M Sell
56,358
-898
-2% -$101K 1.63% 11
2024
Q2 		$6.11M Sell
57,256
-763
-1% -$81.6K 1.73% 11
2024
Q1 		$6.41M Sell
58,019
-1,343
-2% -$143K 1.56% 15
2023
Q4 		$6.43M Sell
59,362
-2,455
-4% -$237K 1.36% 16
2023
Q3 		$5.83M Sell
61,817
-4,490
-7% -$449K 1.35% 16
2023
Q2 		$6.61M Sell
66,307
-4,157
-6% -$396K 1.51% 14
2023
Q1 		$6.81M Sell
70,464
-166,517
-70% -$16.6M 1.63% 14
2022
Q4 		$22.4M Buy
236,981
+6,637
+3% +$637K 6.84% 5
2022
Q3 		$20.1M Buy
230,344
+5,819
+3% +$565K 6.78% 5
2022
Q2 		$20.7M Sell
224,525
-9,128
-4% -$908K 6.94% 5
2022
Q1 		$25.2M Buy
233,653
+8,045
+4% +$868K 7.82% 5
2021
Q4 		$25.8M Buy
225,608
+11,005
+5% +$1.25M 8.05% 5
2021
Q3 		$23.4M Buy
214,603
+15,538
+8% +$1.71M 8.09% 5
2021
Q2 		$22.5M Buy
199,065
+6,511
+3% +$726K 8.45% 6
2021
Q1 		$20.9M Sell
192,554
-11,861
-6% -$1.24M 8.67% 6
2020
Q4 		$18.8M Sell
204,415
-8,300
-4% -$682K 8.58% 6
2020
Q3 		$14.9M Buy
212,715
+6,332
+3% +$454K 8.05% 6
2020
Q2 		$14.1M Buy
206,383
+5,482
+3% +$346K 8.6% 6
2020
Q1 		$11.3M Buy
200,901
+24,974
+14% +$1.86M 8.41% 6
2019
Q4 		$14.8M Buy
175,927
+15,429
+10% +$1.24M 10.59% 5
2019
Q3 		$12.5M Buy
160,498
+13,227
+9% +$1.02M 9.89% 5
2019
Q2 		$11.5M Buy
147,271
+9,017
+7% +$700K 9.88% 5
2019
Q1 		$10.7M Buy
138,254
+14,197
+11% +$1.09M 9.8% 6
2018
Q4 		$8.6M Buy
+124,057
New +$9.59M 9.11% 6

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 22.96% 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

Elwood & Goetz Wealth Advisory Group's IJR Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2026, selling an estimated $168K and leaving 58,719 shares worth $8.71M. The position accounts for 1.29% of the portfolio, ranked #15.

Elwood & Goetz Wealth Advisory Group first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $25.8M in Q4 2021. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 58,719 shares of iShares Core S&P Small-Cap ETF worth $8.71M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 1,223 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $168K.
  • iShares Core S&P Small-Cap ETF made up 1.29% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #15 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Elwood & Goetz Wealth Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $25.8M in Q4 2021.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.