ISWM
IJR icon

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

Independent Solutions 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 		$6.43M Sell
43,382
-782
-2% -$107K 0.84% 30
2026
Q1 		$5.49M Sell
44,164
-1,530
-3% -$194K 0.81% 30
2025
Q4 		$5.49M Sell
45,694
-1,696
-4% -$203K 1.01% 29
2025
Q3 		$5.63M Sell
47,390
-395
-0.8% -$45.4K 1% 29
2025
Q2 		$5.22M Buy
47,785
+670
+1% +$69.3K 1.02% 26
2025
Q1 		$4.93M Buy
47,115
+1,744
+4% +$197K 1.1% 26
2024
Q4 		$5.23M Sell
45,371
-7,449
-14% -$890K 1.14% 24
2024
Q3 		$6.18M Buy
52,820
+5,685
+12% +$642K 1.4% 19
2024
Q2 		$5.03M Buy
47,135
+556
+1% +$59.5K 1.15% 20
2024
Q1 		$5.15M Buy
46,579
+802
+2% +$85.2K 1.22% 19
2023
Q4 		$4.96M Sell
45,777
-998
-2% -$96.2K 1.27% 19
2023
Q3 		$4.41M Buy
46,775
+291
+0.6% +$29.1K 1.15% 23
2023
Q2 		$4.63M Sell
46,484
-1,190
-2% -$113K 1.17% 19
2023
Q1 		$4.61M Sell
47,674
-2,902
-6% -$290K 1.36% 16
2022
Q4 		$4.79M Buy
50,576
+4,645
+10% +$446K 1.46% 13
2022
Q3 		$4M Sell
45,931
-1,361
-3% -$132K 1.31% 15
2022
Q2 		$4.37M Sell
47,292
-28,283
-37% -$2.81M 1.36% 15
2022
Q1 		$8.15M Sell
75,575
-160
-0.2% -$17.3K 1.92% 13
2021
Q4 		$8.67M Sell
75,735
-3,214
-4% -$366K 2.04% 12
2021
Q3 		$8.62M Sell
78,949
-8,362
-10% -$921K 2.14% 11
2021
Q2 		$9.86M Sell
87,311
-3,389
-4% -$378K 2.39% 10
2021
Q1 		$9.84M Sell
90,700
-2,512
-3% -$263K 2.7% 9
2020
Q4 		$8.57M Buy
93,212
+3,718
+4% +$305K 2.67% 10
2020
Q3 		$6.29M Sell
89,494
-2,866
-3% -$205K 2.4% 10
2020
Q2 		$6.31M Sell
92,360
-1,503
-2% -$94.9K 2.7% 10
2020
Q1 		$5.27M Buy
93,863
+13,335
+17% +$993K 2.91% 9
2019
Q4 		$6.75M Buy
+80,528
New +$6.48M 2.99% 8

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Solutions Wealth Management's IJR Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, selling an estimated $107K and leaving 43,382 shares worth $6.43M. The position accounts for 0.84% of the portfolio, ranked #30.

Independent Solutions Wealth Management first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.86M in Q2 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Independent Solutions Wealth Management held 43,382 shares of iShares Core S&P Small-Cap ETF worth $6.43M as of Q2 2026.
  • Independent Solutions Wealth Management sold 782 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $107K.
  • iShares Core S&P Small-Cap ETF made up 0.84% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Independent Solutions Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $9.86M in Q2 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.