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

Golden State 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	$3.61M	Sell	24,355 -1,806	-7%	-$248K	0.33%	73
2026 Q1	$3.25M	Buy	26,161 +1,387	+6%	+$176K	0.36%	53
2025 Q4	$2.98M	Sell	24,774 -314	-1%	-$37.6K	0.31%	63
2025 Q3	$2.98M	Sell	25,088 -591	-2%	-$68K	0.33%	58
2025 Q2	$2.81M	Sell	25,679 -2,328	-8%	-$241K	0.34%	56
2025 Q1	$2.93M	Sell	28,007 -74	-0.3%	-$8.35K	0.44%	45
2024 Q4	$3.24M	Buy	+28,081	New	+$3.35M	0.48%	41
2022 Q1	$5.29M	Buy	49,054 +16,978	+53%	+$1.83M	1.04%	23
2021 Q4	$3.67M	Buy	32,076 +4,975	+18%	+$567K	0.63%	30
2021 Q3	$2.96M	Sell	27,101 -410	-1%	-$45.1K	0.64%	30
2021 Q2	$3.11M	Buy	27,511 +1,212	+5%	+$135K	0.69%	28
2021 Q1	$2.85M	Sell	26,299 -609	-2%	-$63.7K	0.94%	21
2020 Q4	$2.47M	Sell	26,908 -14,441	-35%	-$1.19M	0.72%	24
2020 Q3	$2.9M	Buy	41,349 +19,775	+92%	+$1.42M	0.97%	21
2020 Q2	$1.47M	Sell	21,574 -18,007	-45%	-$1.14M	0.38%	51
2020 Q1	$2.22M	Buy	+39,581	New	+$2.95M	0.98%	20
2019 Q4	–	Sell	-35,701	Closed	-$2.78M	–	474
2019 Q3	$2.78M	Buy	35,701 +160	+0.5%	+$12.4K	0.92%	23
2019 Q2	$2.78M	Sell	35,541 -2,058	-5%	-$160K	0.88%	22
2019 Q1	$2.9M	Buy	+37,599	New	+$2.89M	0.97%	21

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

Golden State Wealth Management's IJR Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.9% in Q2 2026, selling an estimated $248K and leaving 24,355 shares worth $3.61M. The position accounts for 0.33% of the portfolio, ranked #73.

Golden State Wealth Management first reported a position in IJR in Q1 2019 and has held it in 19 quarters since. The position peaked at $5.29M in Q1 2022. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Golden State Wealth Management held 24,355 shares of iShares Core S&P Small-Cap ETF worth $3.61M as of Q2 2026.
Golden State Wealth Management sold 1,806 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $248K.
iShares Core S&P Small-Cap ETF made up 0.33% of Golden State Wealth Management's portfolio in Q2 2026, its #73 holding.
Golden State Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $5.29M in Q1 2022.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.