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

Global 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	$10.9M	Sell	73,269 -1,232	-2%	-$169K	5.53%	7
2026 Q1	$9.26M	Sell	74,501 -6,838	-8%	-$869K	5.05%	7
2025 Q4	$9.78M	Sell	81,339 -3,845	-5%	-$460K	5.26%	7
2025 Q3	$10.1M	Sell	85,184 -2,293	-3%	-$264K	5.31%	7
2025 Q2	$9.9M	Sell	87,477 -9,636	-10%	-$996K	5.43%	7
2025 Q1	$10.2M	Sell	97,113 -3,521	-3%	-$397K	5.86%	7
2024 Q4	$11.6M	Sell	100,634 -2,319	-2%	-$277K	7.4%	6
2024 Q3	$12M	Buy	+102,953	New	+$11.6M	8.15%	6

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's IJR Position: Q2 2026 in Review

Global Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.7% in Q2 2026, selling an estimated $169K and leaving 73,269 shares worth $10.9M. The position accounts for 5.53% of the portfolio, ranked #7.

Global Wealth Management first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $12M in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Global Wealth Management held 73,269 shares of iShares Core S&P Small-Cap ETF worth $10.9M as of Q2 2026.
Global Wealth Management sold 1,232 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $169K.
iShares Core S&P Small-Cap ETF made up 5.53% of Global Wealth Management's portfolio in Q2 2026, its #7 holding.
Global Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $12M 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 Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.