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

Etesian Wealth 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
Q2 		$6.17M Sell
41,603
-3,114
-7% -$427K 1.82% 14
2026
Q1 		$5.56M Sell
44,717
-3,149
-7% -$400K 1.77% 15
2025
Q4 		$5.75M Sell
47,866
-2,072
-4% -$248K 1.8% 14
2025
Q3 		$5.93M Sell
49,938
-7,048
-12% -$811K 1.96% 14
2025
Q2 		$6.23M Sell
56,986
-11,987
-17% -$1.24M 2.32% 11
2025
Q1 		$7.21M Buy
68,973
+2,933
+4% +$331K 3.11% 7
2024
Q4 		$7.61M Buy
66,040
+973
+1% +$116K 3.37% 7
2024
Q3 		$7.61M Sell
65,067
-2,389
-4% -$270K 3.45% 5
2024
Q2 		$7.19M Sell
67,456
-979
-1% -$105K 4.04% 2
2024
Q1 		$7.56M Sell
68,435
-722
-1% -$76.7K 4.34% 2
2023
Q4 		$7.59M Buy
69,157
+551
+0.8% +$53.1K 4.56% 2
2023
Q3 		$6.47M Buy
68,606
+1,872
+3% +$187K 4.36% 2
2023
Q2 		$6.65M Buy
66,734
+1,522
+2% +$145K 4.34% 2
2023
Q1 		$6.31M Buy
65,212
+1,100
+2% +$110K 4.2% 3
2022
Q4 		$6.07M Buy
+64,112
New +$6.15M 4.42% 2

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

Etesian Wealth Advisors's IJR Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7% in Q2 2026, selling an estimated $427K and leaving 41,603 shares worth $6.17M. The position accounts for 1.82% of the portfolio, ranked #14.

Etesian Wealth Advisors first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.61M in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Etesian Wealth Advisors held 41,603 shares of iShares Core S&P Small-Cap ETF worth $6.17M as of Q2 2026.
  • Etesian Wealth Advisors sold 3,114 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $427K.
  • iShares Core S&P Small-Cap ETF made up 1.82% of Etesian Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Etesian Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $7.61M in Q3 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.