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

Horizons 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	$826K	Sell	6,641 -5	-0.1%	-$635	0.54%	28
2025 Q4	$799K	Hold	6,646	–	–	0.52%	31
2025 Q3	$790K	Hold	6,646	–	–	0.54%	31
2025 Q2	$726K	Sell	6,646 -901	-12%	-$93.1K	0.52%	32
2025 Q1	$789K	Hold	7,547	–	–	0.59%	31
2024 Q4	$870K	Buy	7,547 +22	+0.3%	+$2.63K	0.66%	30
2024 Q3	$880K	Hold	7,525	–	–	0.68%	27
2024 Q2	$856K	Sell	7,525 -206	-3%	-$22K	0.68%	28
2024 Q1	$837K	Hold	7,731	–	–	0.55%	29
2023 Q4	$837K	Sell	7,731 -70	-0.9%	-$6.75K	0.55%	29
2023 Q3	$736K	Sell	7,801 -30	-0.4%	-$3K	0.54%	29
2023 Q2	$780K	Sell	7,831 -582	-7%	-$55.4K	0.55%	28
2023 Q1	$814K	Buy	8,413 +272	+3%	+$27.2K	0.6%	24
2022 Q4	$770K	Buy	8,141 +249	+3%	+$23.9K	0.62%	25
2022 Q3	$688K	Buy	7,892 +108	+1%	+$10.5K	0.63%	22
2022 Q2	$825K	Buy	+7,784	New	+$774K	0.67%	20

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

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

Horizons Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.08% in Q1 2026, selling an estimated $635 and leaving 6,641 shares worth $826K. The position accounts for 0.54% of the portfolio, ranked #28.

Horizons Wealth Management first reported a position in IJR in Q2 2022 and has held it in 16 quarters since. The position peaked at $880K in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Horizons Wealth Management held 6,641 shares of iShares Core S&P Small-Cap ETF worth $826K as of Q1 2026.
Horizons Wealth Management sold 5 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $635.
iShares Core S&P Small-Cap ETF made up 0.54% of Horizons Wealth Management's portfolio in Q1 2026, its #28 holding.
Horizons Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $880K in Q3 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.