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

Greenup Street 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 Q1	$4.56M	Buy	36,656 +2,631	+8%	+$334K	0.64%	26
2025 Q4	$4.09M	Buy	34,025 +4,754	+16%	+$569K	0.59%	27
2025 Q3	$3.48M	Sell	29,271 -8,492	-22%	-$977K	0.53%	38
2025 Q2	$4.13M	Buy	37,763 +1,703	+5%	+$176K	0.72%	31
2025 Q1	$3.77M	Buy	36,060 +3,399	+10%	+$384K	0.75%	28
2024 Q4	$3.76M	Buy	+32,661	New	+$3.9M	0.75%	29
2024 Q2	–	Sell	-24,197	Closed	-$2.67M	–	88
2024 Q1	$2.67M	Sell	24,197 -3,726	-13%	-$396K	0.67%	32
2023 Q4	$3.02M	Buy	27,923 +118	+0.4%	+$11.4K	0.84%	25
2023 Q3	$2.62M	Buy	27,805 +2,973	+12%	+$297K	0.86%	25
2023 Q2	$2.47M	Buy	24,832 +17,205	+226%	+$1.64M	0.68%	32
2023 Q1	$737K	Sell	7,627 -18,740	-71%	-$1.87M	0.26%	51
2022 Q4	$2.5M	Buy	26,367 +561	+2%	+$53.8K	1.04%	26
2022 Q3	$2.25M	Buy	25,806 +6,394	+33%	+$621K	1.01%	27
2022 Q2	$1.79M	Buy	+19,412	New	+$1.93M	0.84%	32

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Greenup Street Wealth Management's IJR Position: Q1 2026 in Review

Greenup Street Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.7% in Q1 2026, buying an estimated $334K and bringing the position to 36,656 shares worth $4.56M. The position accounts for 0.64% of the portfolio, ranked #26.

Greenup Street Wealth Management first reported a position in IJR in Q2 2022 and has held it in 14 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Greenup Street Wealth Management held 36,656 shares of iShares Core S&P Small-Cap ETF worth $4.56M as of Q1 2026.
Greenup Street Wealth Management bought 2,631 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $334K.
iShares Core S&P Small-Cap ETF made up 0.64% of Greenup Street Wealth Management's portfolio in Q1 2026, its #26 holding.
Greenup Street Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 14 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Greenup Street Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.