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

Higgins & Schmidt 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 Q2	$1.46M	Sell	9,877 -121	-1%	-$16.6K	0.6%	20
2026 Q1	$1.24M	Sell	9,998 -794	-7%	-$101K	0.57%	23
2025 Q4	$1.3M	Sell	10,792 -143	-1%	-$17.1K	0.61%	22
2025 Q3	$1.3M	Buy	10,935 +73	+0.7%	+$8.4K	0.66%	21
2025 Q2	$1.19M	Sell	10,862 -7	-0.1%	-$724	0.66%	20
2025 Q1	$1.14M	Hold	10,869	–	–	0.67%	23
2024 Q4	$1.25M	Sell	10,869 -1,652	-13%	-$197K	0.78%	22
2024 Q3	$1.46M	Buy	12,521 +324	+3%	+$36.6K	0.95%	16
2024 Q2	$1.3M	Sell	12,197 -43	-0.4%	-$4.6K	0.94%	16
2024 Q1	$1.35M	Sell	12,240 -373	-3%	-$39.6K	1%	15
2023 Q4	$1.37M	Buy	+12,613	New	+$1.22M	1.1%	14

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's IJR Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, selling an estimated $16.6K and leaving 9,877 shares worth $1.46M. The position accounts for 0.6% of the portfolio, ranked #20.

Higgins & Schmidt Wealth Strategies first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,521 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 9,877 shares of iShares Core S&P Small-Cap ETF worth $1.46M as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 121 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.6K.
iShares Core S&P Small-Cap ETF made up 0.6% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #20 holding.
Higgins & Schmidt Wealth Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,521 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.