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IJR icon

GenWealth Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

GenWealth 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 		$253K Sell
1,704
-328
-16% -$45K 0.04% 75
2026
Q1 		$253K Buy
2,032
+316
+18% +$40.1K 0.04% 73
2025
Q4 		$214K Buy
1,716
+6
+0.4% +$718 0.04% 77
2025
Q3 		$203K Buy
+1,710
New +$197K 0.04% 72
2025
Q1 		– Sell
-1,772
Closed -$204K – 76
2024
Q4 		$204K Buy
+1,772
New +$212K 0.05% 72
2023
Q4 		– Sell
-2,262
Closed -$213K – 72
2023
Q3 		$213K Hold
2,262
– – 0.06% 63
2023
Q2 		$225K Buy
2,262
+4
+0.2% +$381 0.06% 65
2023
Q1 		$218K Sell
2,258
-31
-1% -$3.1K 0.07% 63
2022
Q4 		$217K Buy
+2,289
New +$220K 0.07% 67
2022
Q3 		– Sell
-2,413
Closed -$223K – 61
2022
Q2 		$223K Sell
2,413
-202
-8% -$20.1K 0.07% 51
2022
Q1 		$282K Sell
2,615
-578
-18% -$62.4K 0.08% 58
2021
Q4 		$365K Buy
3,193
+11
+0.3% +$1.25K 0.1% 51
2021
Q3 		$347K Sell
3,182
-116
-4% -$12.8K 0.1% 51
2021
Q2 		$372K Sell
3,298
-2,057
-38% -$229K 0.11% 49
2021
Q1 		$581K Sell
5,355
-1,994
-27% -$209K 0.18% 38
2020
Q4 		$675K Sell
7,349
-2,037
-22% -$167K 0.22% 36
2020
Q3 		$700K Sell
9,386
-604
-6% -$43.3K 0.25% 36
2020
Q2 		$672K Sell
9,990
-1,057
-10% -$66.7K 0.26% 36
2020
Q1 		$619K Sell
11,047
-170
-2% -$12.7K 0.27% 27
2019
Q4 		$940K Buy
11,217
+33
+0.3% +$2.65K 0.36% 31
2019
Q3 		$870K Sell
11,184
-188
-2% -$14.6K 0.36% 31
2019
Q2 		$886K Buy
11,372
+7
+0.1% +$543 0.38% 30
2019
Q1 		$887K Sell
11,365
-106
-0.9% -$8.14K 0.4% 29
2018
Q4 		$795K Sell
11,471
-38
-0.3% -$2.94K 0.4% 27
2018
Q3 		$978K Sell
11,509
-461
-4% -$40.4K 0.45% 28
2018
Q2 		$1.01M Sell
11,970
-1,058
-8% -$86.2K 0.5% 28
2018
Q1 		$1M Sell
13,028
-270
-2% -$21K 0.52% 25
2017
Q4 		$1.07M Sell
13,298
-1,957
-13% -$148K 0.54% 28
2017
Q3 		$1.13M Sell
15,255
-4,860
-24% -$341K 0.68% 25
2017
Q2 		$1.41M Buy
+20,115
New +$1.39M 0.95% 19

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GenWealth Group's IJR Position: Q2 2026 in Review

GenWealth Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 16% in Q2 2026, selling an estimated $45K and leaving 1,704 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #75.

GenWealth Group first reported a position in IJR in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.41M in Q2 2017. 1,585 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • GenWealth Group held 1,704 shares of iShares Core S&P Small-Cap ETF worth $253K as of Q2 2026.
  • GenWealth Group sold 328 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $45K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of GenWealth Group's portfolio in Q2 2026, its #75 holding.
  • GenWealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and has held it in 30 quarters since.
  • GenWealth Group's iShares Core S&P Small-Cap ETF position peaked at $1.41M in Q2 2017.
  • 1,585 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.