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

Global Wealth Management Investment Advisory’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	$10M	Buy	67,523 +3,568	+6%	+$490K	1.43%	20
2026 Q1	$7.95M	Buy	63,955 +3,771	+6%	+$479K	1.25%	21
2025 Q4	$7.23M	Buy	60,184 +3,418	+6%	+$409K	1.16%	20
2025 Q3	$6.75M	Buy	56,766 +980	+2%	+$113K	1.13%	22
2025 Q2	$6.1M	Sell	55,786 -17,083	-23%	-$1.77M	1.14%	21
2025 Q1	$7.62M	Buy	72,869 +3,938	+6%	+$444K	1.52%	17
2024 Q4	$7.94M	Buy	68,931 +2,941	+4%	+$351K	1.64%	17
2024 Q3	$7.72M	Buy	65,990 +1,773	+3%	+$200K	1.67%	17
2024 Q2	$6.85M	Buy	64,217 +1,666	+3%	+$178K	1.59%	17
2024 Q1	$6.91M	Buy	62,551 +719	+1%	+$76.3K	1.69%	18
2023 Q4	$6.69M	Buy	61,832 +807	+1%	+$77.8K	1.72%	16
2023 Q3	$5.76M	Buy	61,025 +2,264	+4%	+$226K	1.61%	17
2023 Q2	$5.86M	Buy	58,761 +2,744	+5%	+$261K	1.61%	16
2023 Q1	$5.42M	Buy	56,017 +3,162	+6%	+$316K	1.63%	16
2022 Q4	$5M	Sell	52,855 -720	-1%	-$69.1K	1.63%	15
2022 Q3	$4.67M	Buy	53,575 +1,100	+2%	+$107K	1.66%	14
2022 Q2	$4.85M	Buy	52,475 +4,607	+10%	+$458K	1.64%	14
2022 Q1	$5.16M	Buy	47,868 +13,621	+40%	+$1.47M	1.54%	18
2021 Q4	$3.92M	Buy	34,247 +1,784	+5%	+$203K	1.18%	24
2021 Q3	$3.54M	Buy	32,463 +3,006	+10%	+$331K	1.12%	27
2021 Q2	$3.33M	Buy	29,457 +739	+3%	+$82.4K	1.11%	27
2021 Q1	$3.12M	Sell	28,718 -4,158	-13%	-$435K	1.12%	30
2020 Q4	$3.02M	Sell	32,876 -6	-0%	-$493	1.17%	26
2020 Q3	$2.31M	Buy	32,882 +294	+0.9%	+$21.1K	1%	31
2020 Q2	$2.23M	Buy	32,588 +3,801	+13%	+$240K	0.95%	34
2020 Q1	$1.61M	Buy	28,787 +10,388	+56%	+$774K	0.81%	49
2019 Q4	$1.54M	Buy	18,399 +1,179	+7%	+$94.9K	0.65%	57
2019 Q3	$1.34M	Buy	17,220 +916	+6%	+$70.9K	0.61%	60
2019 Q2	$1.28M	Buy	16,304 +2,781	+21%	+$216K	0.62%	58
2019 Q1	$1.04M	Buy	13,523 +6,187	+84%	+$475K	0.54%	62
2018 Q4	$509K	Buy	+7,336	New	+$567K	0.3%	80

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Global Wealth Management Investment Advisory's IJR Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.6% in Q2 2026, buying an estimated $490K and bringing the position to 67,523 shares worth $10M. The position accounts for 1.43% of the portfolio, ranked #20.

Global Wealth Management Investment Advisory first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Global Wealth Management Investment Advisory held 67,523 shares of iShares Core S&P Small-Cap ETF worth $10M as of Q2 2026.
Global Wealth Management Investment Advisory bought 3,568 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $490K.
iShares Core S&P Small-Cap ETF made up 1.43% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #20 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.