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

GDS 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 		$835K Buy
5,632
+485
+9% +$66.6K 0.04% 104
2026
Q1 		$640K Buy
5,147
+499
+11% +$63.4K 0.04% 109
2025
Q4 		$559K Buy
4,648
+226
+5% +$27K 0.03% 118
2025
Q3 		$525K Buy
4,422
+348
+9% +$40K 0.03% 120
2025
Q2 		$445K Buy
4,074
+425
+12% +$43.9K 0.03% 125
2025
Q1 		$382K Buy
3,649
+101
+3% +$11.4K 0.03% 126
2024
Q4 		$409K Buy
3,548
+392
+12% +$46.8K 0.04% 125
2024
Q3 		$369K Buy
3,156
+184
+6% +$20.8K 0.04% 129
2024
Q2 		$317K Sell
2,972
-891
-23% -$95.3K 0.03% 107
2024
Q1 		$427K Sell
3,863
-1,654
-30% -$176K 0.05% 95
2023
Q4 		$597K Buy
5,517
+1,265
+30% +$122K 0.08% 74
2023
Q3 		$401K Buy
4,252
+401
+10% +$40.1K 0.06% 85
2023
Q2 		$384K Buy
3,851
+151
+4% +$14.4K 0.06% 91
2023
Q1 		$358K Buy
3,700
+48
+1% +$4.8K 0.06% 89
2022
Q4 		$346K Sell
3,652
-2
-0.1% -$192 0.07% 94
2022
Q3 		$319K Sell
3,654
-37
-1% -$3.59K 0.07% 87
2022
Q2 		$341K Buy
3,691
+326
+10% +$32.4K 0.08% 86
2022
Q1 		$353K Buy
3,365
+137
+4% +$14.8K 0.08% 89
2021
Q4 		$370K Buy
+3,228
New +$368K 0.08% 86

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

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

GDS Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.4% in Q2 2026, buying an estimated $66.6K and bringing the position to 5,632 shares worth $835K. The position accounts for 0.04% of the portfolio, ranked #104.

GDS Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • GDS Wealth Management held 5,632 shares of iShares Core S&P Small-Cap ETF worth $835K as of Q2 2026.
  • GDS Wealth Management bought 485 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $66.6K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of GDS Wealth Management's portfolio in Q2 2026, its #104 holding.
  • GDS Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.