EW
IJR icon

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

Enzi Wealth’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 		$7.42M Sell
51,007
-3,217
-6% -$441K 2.35% 10
2026
Q1 		$6.74M Sell
54,224
-4,576
-8% -$581K 2.34% 10
2025
Q4 		$7.48M Sell
58,800
-119,859
-67% -$14.3M 2.64% 10
2025
Q3 		$21M Sell
178,659
-1,542
-0.9% -$177K 7.4% 4
2025
Q2 		$20.3M Sell
180,201
-94
-0.1% -$9.72K 7.45% 4
2025
Q1 		$18M Buy
180,295
+16,358
+10% +$1.85M 7.29% 4
2024
Q4 		$19.5M Buy
163,937
+2,640
+2% +$315K 7.43% 4
2024
Q3 		$18.9M Buy
161,297
+4,768
+3% +$539K 7.38% 4
2024
Q2 		$16.5M Buy
156,529
+1,308
+0.8% +$140K 7.27% 4
2024
Q1 		$16.1M Sell
155,221
-7,278
-4% -$773K 7.55% 5
2023
Q4 		$16.9M Sell
162,499
-8,996
-5% -$867K 8.12% 4
2023
Q3 		$15.6M Buy
171,495
+9,040
+6% +$903K 8.3% 4
2023
Q2 		$16.6M Buy
162,455
+9,727
+6% +$926K 8.45% 3
2023
Q1 		$14.6M Buy
152,728
+23,545
+18% +$2.35M 7.51% 5
2022
Q4 		$13M Buy
129,183
+12,530
+11% +$1.2M 6.22% 6
2022
Q3 		$11.8M Buy
+116,653
New +$11.3M 5.77% 6

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Enzi Wealth's IJR Position: Q2 2026 in Review

Enzi Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.9% in Q2 2026, selling an estimated $441K and leaving 51,007 shares worth $7.42M. The position accounts for 2.35% of the portfolio, ranked #10.

Enzi Wealth first reported a position in IJR in Q3 2022 and has held it in 16 quarters since. The position peaked at $21M in Q3 2025. 670 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Enzi Wealth held 51,007 shares of iShares Core S&P Small-Cap ETF worth $7.42M as of Q2 2026.
  • Enzi Wealth sold 3,217 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $441K.
  • iShares Core S&P Small-Cap ETF made up 2.35% of Enzi Wealth's portfolio in Q2 2026, its #10 holding.
  • Enzi Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Enzi Wealth's iShares Core S&P Small-Cap ETF position peaked at $21M in Q3 2025.
  • 670 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.