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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.01M Buy
20,303
+1,841
+10% +$253K 0.17% 110
2026
Q1
$2.29M Buy
18,462
+207
+1% +$26.3K 0.1% 148
2025
Q4
$2.19M Sell
18,255
-9,307
-34% -$1.11M 0.08% 155
2025
Q3
$3.28M Sell
27,562
-1,813
-6% -$209K 0.11% 145
2025
Q2
$3.21M Sell
29,375
-20,483
-41% -$2.12M 0.26% 81
2025
Q1
$5.21M Sell
49,858
-23
-0% -$2.6K 0.96% 22
2024
Q4
$5.75M Sell
49,881
-781
-2% -$93.3K 1.01% 20
2024
Q3
$5.93M Buy
50,662
+2
+0% +$226 1.03% 20
2024
Q2
$5.4M Sell
50,660
-1,017
-2% -$109K 1.07% 20
2024
Q1
$5.71M Buy
51,677
+46,276
+857% +$4.91M 1.14% 18
2023
Q4
$585K Buy
+5,401
New +$521K 0.26% 103

Other funds holding IJR

GC Wealth Management RIA's IJR Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q2 2026, buying an estimated $253K and bringing the position to 20,303 shares worth $3.01M. The position accounts for 0.17% of the portfolio, ranked #110.

GC Wealth Management RIA first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.93M in Q3 2024. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • GC Wealth Management RIA held 20,303 shares of iShares Core S&P Small-Cap ETF worth $3.01M as of Q2 2026.
  • GC Wealth Management RIA bought 1,841 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $253K.
  • iShares Core S&P Small-Cap ETF made up 0.17% of GC Wealth Management RIA's portfolio in Q2 2026, its #110 holding.
  • GC Wealth Management RIA first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • GC Wealth Management RIA's iShares Core S&P Small-Cap ETF position peaked at $5.93M in Q3 2024.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.