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

Greenwich 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 		$3.34M Buy
22,539
+3
+0% +$412 0.12% 91
2026
Q1 		$2.8M Sell
22,536
-780
-3% -$99.1K 0.11% 94
2025
Q4 		$2.8M Buy
23,316
+5
+0% +$598 0.13% 97
2025
Q3 		$2.77M Buy
23,311
+34
+0.1% +$3.91K 0.14% 87
2025
Q2 		$2.54M Sell
23,277
-1,783
-7% -$184K 0.12% 80
2025
Q1 		$2.62M Sell
25,060
-28
-0.1% -$3.16K 0.2% 61
2024
Q4 		$2.89M Sell
25,088
-24
-0.1% -$2.87K 0.2% 57
2024
Q3 		$2.94M Sell
25,112
-1,639
-6% -$185K 0.2% 58
2024
Q2 		$2.85M Sell
26,751
-290
-1% -$31K 0.21% 56
2024
Q1 		$2.99M Sell
27,041
-347
-1% -$36.8K 0.24% 54
2023
Q4 		$2.96M Sell
27,388
-5,242
-16% -$505K 0.29% 51
2023
Q3 		$3.08M Sell
32,630
-1,373
-4% -$137K 0.33% 45
2023
Q2 		$3.39M Sell
34,003
-14,851
-30% -$1.41M 0.36% 46
2023
Q1 		$4.72M Sell
48,854
-3,032
-6% -$303K 0.52% 28
2022
Q4 		$4.91M Sell
51,886
-1,629
-3% -$156K 0.54% 24
2022
Q3 		$4.67M Sell
53,515
-8,089
-13% -$786K 0.5% 24
2022
Q2 		$5.69M Sell
61,604
-5,288
-8% -$526K 0.75% 20
2022
Q1 		$7.22M Sell
66,892
-5,865
-8% -$633K 0.74% 20
2021
Q4 		$8.33M Buy
72,757
+5,231
+8% +$596K 0.68% 19
2021
Q3 		$7.37M Buy
67,526
+1,467
+2% +$162K 0.61% 19
2021
Q2 		$7.46M Buy
66,059
+6,453
+11% +$720K 0.64% 21
2021
Q1 		$6.47M Buy
59,606
+9,301
+18% +$974K 0.52% 21
2020
Q4 		$4.62M Sell
50,305
-423
-0.8% -$34.8K 0.4% 25
2020
Q3 		$3.56M Sell
50,728
-4,157
-8% -$298K 0.64% 29
2020
Q2 		$3.75M Sell
54,885
-8,883
-14% -$561K 0.72% 25
2020
Q1 		$3.58M Sell
63,768
-15,595
-20% -$1.16M 0.76% 28
2019
Q4 		$6.66M Buy
79,363
+2,733
+4% +$220K 1.34% 17
2019
Q3 		$5.96M Sell
76,630
-1,844
-2% -$143K 1.16% 18
2019
Q2 		$6.14M Buy
+78,474
New +$6.09M 1.06% 18
2018
Q4 		– Sell
-2,429
Closed -$212K – 189
2018
Q3 		$212K Buy
2,429
+11
+0.5% +$964 0.04% 168
2018
Q2 		$202K Buy
+2,418
New +$197K 0.04% 164

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Greenwich Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.01% in Q2 2026, buying an estimated $412 and bringing the position to 22,539 shares worth $3.34M. The position accounts for 0.12% of the portfolio, ranked #91.

Greenwich Wealth Management first reported a position in IJR in Q2 2018 and has held it in 31 quarters since. The position peaked at $8.33M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Greenwich Wealth Management held 22,539 shares of iShares Core S&P Small-Cap ETF worth $3.34M as of Q2 2026.
  • Greenwich Wealth Management bought 3 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $412.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Greenwich Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Greenwich Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 31 quarters since.
  • Greenwich Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $8.33M in Q4 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.