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

GSB 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 		$1.9M Buy
15,310
+131
+0.9% +$16.6K 0.43% 69
2025
Q4 		$1.82M Sell
15,179
-985
-6% -$118K 0.41% 75
2025
Q3 		$1.92M Buy
16,164
+143
+0.9% +$16.4K 0.44% 74
2025
Q2 		$1.75M Sell
16,021
-118
-0.7% -$12.2K 0.43% 74
2025
Q1 		$1.69M Sell
16,139
-857
-5% -$96.7K 0.44% 77
2024
Q4 		$1.96M Sell
16,996
-277
-2% -$33.1K 0.51% 70
2024
Q3 		$2.02M Sell
17,273
-1,965
-10% -$222K 0.52% 67
2024
Q2 		$2.05M Buy
19,238
+1,156
+6% +$124K 0.56% 60
2024
Q1 		$2M Buy
18,082
+403
+2% +$42.8K 0.56% 61
2023
Q4 		$1.91M Buy
17,679
+59
+0.3% +$5.69K 0.59% 58
2023
Q3 		$1.66M Buy
17,620
+92
+0.5% +$9.19K 0.56% 64
2023
Q2 		$1.75M Sell
17,528
-698
-4% -$66.5K 0.57% 58
2023
Q1 		$1.76M Buy
18,226
+5,287
+41% +$529K 0.57% 59
2022
Q4 		$1.22M Buy
12,939
+559
+5% +$53.6K 0.44% 83
2022
Q3 		$1.08M Buy
12,380
+227
+2% +$22K 0.39% 94
2022
Q2 		$1.12M Sell
12,153
-76
-0.6% -$7.56K 0.38% 97
2022
Q1 		$1.32M Buy
12,229
+2,350
+24% +$254K 0.38% 93
2021
Q4 		$1.13M Buy
9,879
+7,129
+259% +$812K 0.32% 103
2021
Q3 		$300K Sell
2,750
-6,133
-69% -$675K 0.15% 126
2021
Q2 		$1M Buy
8,883
+122
+1% +$13.6K 0.31% 110
2021
Q1 		$951K Buy
+8,761
New +$917K 0.32% 99

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GSB Wealth Management's IJR Position: Q1 2026 in Review

GSB Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.86% in Q1 2026, buying an estimated $16.6K and bringing the position to 15,310 shares worth $1.9M. The position accounts for 0.43% of the portfolio, ranked #69.

GSB Wealth Management first reported a position in IJR in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.05M in Q2 2024. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • GSB Wealth Management held 15,310 shares of iShares Core S&P Small-Cap ETF worth $1.9M as of Q1 2026.
  • GSB Wealth Management bought 131 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $16.6K.
  • iShares Core S&P Small-Cap ETF made up 0.43% of GSB Wealth Management's portfolio in Q1 2026, its #69 holding.
  • GSB Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • GSB Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.05M in Q2 2024.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.