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

Greenhouse 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	$1.12M	Buy	7,547 +20	+0.3%	+$2.75K	0.79%	19
2026 Q1	$933K	Buy	7,527 +11	+0.1%	+$1.4K	0.58%	25
2025 Q4	$903K	Buy	7,516 +31	+0.4%	+$3.71K	0.53%	26
2025 Q3	$889K	Buy	7,485 +25	+0.3%	+$2.88K	0.53%	26
2025 Q2	$815K	Sell	7,460 -47	-0.6%	-$4.86K	0.53%	25
2025 Q1	$785K	Buy	7,507 +21	+0.3%	+$2.37K	0.59%	22
2024 Q4	$863K	Buy	7,486 +65	+0.9%	+$7.77K	0.57%	25
2024 Q3	$868K	Buy	7,421 +28	+0.4%	+$3.16K	0.58%	24
2024 Q2	$788K	Buy	7,393 +25	+0.3%	+$2.67K	0.58%	26
2024 Q1	$814K	Buy	7,368 +469	+7%	+$49.8K	0.61%	24
2023 Q4	$747K	Buy	6,899 +49	+0.7%	+$4.72K	0.6%	24
2023 Q3	$646K	Hold	6,850	–	–	0.58%	25
2023 Q2	$683K	Buy	6,850 +22	+0.3%	+$2.1K	0.6%	25
2023 Q1	$660K	Buy	6,828 +23	+0.3%	+$2.3K	0.62%	24
2022 Q4	$644K	Buy	6,805 +229	+3%	+$22K	0.65%	24
2022 Q3	$573K	Hold	6,576	–	–	0.64%	22
2022 Q2	$608K	Buy	6,576 +21	+0.3%	+$2.09K	0.65%	23
2022 Q1	$707K	Buy	6,555 +10	+0.2%	+$1.08K	0.66%	22
2021 Q4	$749K	Buy	6,545 +71	+1%	+$8.09K	0.67%	22
2021 Q3	$707K	Hold	6,474	–	–	0.67%	22
2021 Q2	$731K	Buy	6,474 +29	+0.4%	+$3.23K	0.68%	22
2021 Q1	$699K	Hold	6,445	–	–	0.69%	23
2020 Q4	$592K	Buy	+6,445	New	+$530K	0.58%	27

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

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

Greenhouse Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.27% in Q2 2026, buying an estimated $2.75K and bringing the position to 7,547 shares worth $1.12M. The position accounts for 0.79% of the portfolio, ranked #19.

Greenhouse Wealth Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Greenhouse Wealth Management held 7,547 shares of iShares Core S&P Small-Cap ETF worth $1.12M as of Q2 2026.
Greenhouse Wealth Management bought 20 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.75K.
iShares Core S&P Small-Cap ETF made up 0.79% of Greenhouse Wealth Management's portfolio in Q2 2026, its #19 holding.
Greenhouse Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.