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

High Point 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 		$12.6K Hold
85
– – 0.01% 208
2026
Q1 		$10.6K Buy
+85
New +$10.8K 0.01% 208

Other funds holding IJR

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

High Point Wealth Management's IJR Position: Q2 2026 in Review

High Point Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 85 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #208.

High Point Wealth Management first reported a position in IJR in Q1 2026 and has held it in 2 quarters since. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • High Point Wealth Management held 85 shares of iShares Core S&P Small-Cap ETF worth $12.6K as of Q2 2026.
  • High Point Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #208 holding.
  • High Point Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.