ICW Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

ICW Investment Advisors’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	$312K	Hold	2,104	–	–	0.11%	132
2026 Q1	$262K	Hold	2,104	–	–	0.09%	139
2025 Q4	$253K	Buy	2,104 +1	+0%	+$120	0.09%	140
2025 Q3	$250K	Hold	2,103	–	–	0.09%	138
2025 Q2	$230K	Sell	2,103 -19	-0.9%	-$1.96K	0.09%	137
2025 Q1	$222K	Buy	2,122 +1	+0%	+$113	0.09%	138
2024 Q4	$244K	Buy	2,121 +1	+0%	+$119	0.1%	136
2024 Q3	$248K	Hold	2,120	–	–	0.1%	137
2024 Q2	$226K	Hold	2,120	–	–	0.1%	137
2024 Q1	$234K	Buy	2,120 +1	+0%	+$106	0.1%	136
2023 Q4	$229K	Buy	+2,119	New	+$204K	0.11%	137

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ICW Investment Advisors's IJR Position: Q2 2026 in Review

ICW Investment Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,104 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #132.

ICW Investment Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

ICW Investment Advisors held 2,104 shares of iShares Core S&P Small-Cap ETF worth $312K as of Q2 2026.
ICW Investment Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.11% of ICW Investment Advisors's portfolio in Q2 2026, its #132 holding.
ICW Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.