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

Grand 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	–	Sell	-252	Closed	-$31.3K	–	65
2026 Q1	$31.3K	Hold	252	–	–	0.01%	64
2025 Q4	$30.3K	Hold	252	–	–	0.01%	58
2025 Q3	$29.9K	Sell	252 -11	-4%	-$1.26K	0.01%	55
2025 Q2	$28.7K	Hold	263	–	–	0.01%	55
2025 Q1	$27.5K	Hold	263	–	–	0.02%	50
2024 Q4	$30.3K	Hold	263	–	–	0.02%	48
2024 Q3	$30.7K	Hold	263	–	–	0.02%	49
2024 Q2	$28K	Hold	263	–	–	0.02%	49
2024 Q1	$29K	Buy	263 +1	+0.4%	+$106	0.01%	61
2023 Q4	$28.4K	Sell	262 -1	-0.4%	-$96	0.02%	63
2023 Q3	$24.8K	Hold	263	–	–	0.02%	58
2023 Q2	$26.2K	Hold	263	–	–	0.02%	55
2023 Q1	$25.4K	Hold	263	–	–	0.02%	49
2022 Q4	$24.9K	Hold	263	–	–	0.02%	48
2022 Q3	$23K	Hold	263	–	–	0.01%	51
2022 Q2	$24K	Hold	263	–	–	0.01%	51
2022 Q1	$28K	Hold	263	–	–	0.01%	48
2021 Q4	$30K	Buy	+263	New	+$30K	0.01%	48

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

Grand Wealth Management's IJR Position: Q2 2026 in Review

Grand Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 252 shares — an estimated $31.3K sold.

Grand Wealth Management first reported a position in IJR in Q4 2021 and held it in 18 quarters. The position peaked at $31.3K in Q1 2026. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Grand Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 252 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $31.3K.
Grand Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 18 quarters.
Grand Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $31.3K in Q1 2026.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.