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

Greykasell Wealth Strategies’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	$4.21M	Sell	33,884 -123	-0.4%	-$15.6K	1.7%	15
2025 Q4	$4.09M	Sell	34,007 -2,534	-7%	-$303K	1.61%	14
2025 Q3	$4.34M	Buy	36,541 +295	+0.8%	+$33.9K	1.83%	15
2025 Q2	$3.96M	Sell	36,246 -510	-1%	-$52.7K	1.9%	16
2025 Q1	$3.84M	Buy	36,756 +2,246	+7%	+$253K	2.05%	14
2024 Q4	$3.98M	Buy	+34,510	New	+$4.12M	2.21%	11

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

Greykasell Wealth Strategies's IJR Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.36% in Q1 2026, selling an estimated $15.6K and leaving 33,884 shares worth $4.21M. The position accounts for 1.7% of the portfolio, ranked #15.

Greykasell Wealth Strategies first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.34M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Greykasell Wealth Strategies held 33,884 shares of iShares Core S&P Small-Cap ETF worth $4.21M as of Q1 2026.
Greykasell Wealth Strategies sold 123 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $15.6K.
iShares Core S&P Small-Cap ETF made up 1.7% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #15 holding.
Greykasell Wealth Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Greykasell Wealth Strategies's iShares Core S&P Small-Cap ETF position peaked at $4.34M in Q3 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.