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

Global Wealth Strategies & Associates’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	$15.6M	Buy	105,340 +104,417	+11,313%	+$14.3M	2.96%	8
2026 Q1	$115K	Buy	923 +283	+44%	+$36K	0.03%	106
2025 Q4	$76.9K	Hold	640	–	–	0.02%	124
2025 Q3	$76.1K	Sell	640 -50	-7%	-$5.75K	0.02%	120
2025 Q2	$75.4K	Sell	690 -578	-46%	-$59.7K	0.02%	90
2025 Q1	$133K	Sell	1,268 -30	-2%	-$3.38K	0.04%	62
2024 Q4	$150K	Hold	1,298	–	–	0.05%	63
2024 Q3	$152K	Buy	1,298 +432	+50%	+$48.8K	0.05%	54
2024 Q2	$92.4K	Buy	866 +23	+3%	+$2.46K	0.03%	63
2024 Q1	$93.2K	Hold	843	–	–	0.04%	62
2023 Q4	$91.3K	Hold	843	–	–	0.04%	59
2023 Q3	$79.5K	Hold	843	–	–	0.04%	61
2023 Q2	$84K	Hold	843	–	–	0.04%	62
2023 Q1	$81.5K	Buy	843 +14	+2%	+$1.4K	0.04%	60
2022 Q4	$78.5K	Buy	+829	New	+$79.5K	0.05%	63

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 Strategies & Associates's IJR Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11,313% in Q2 2026, buying an estimated $14.3M and bringing the position to 105,340 shares worth $15.6M. The position accounts for 2.96% of the portfolio, ranked #8.

Global Wealth Strategies & Associates first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Global Wealth Strategies & Associates held 105,340 shares of iShares Core S&P Small-Cap ETF worth $15.6M as of Q2 2026.
Global Wealth Strategies & Associates bought 104,417 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $14.3M.
iShares Core S&P Small-Cap ETF made up 2.96% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #8 holding.
Global Wealth Strategies & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 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 Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.