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

Infinity Wealth Counsel’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	$353K	Hold	2,382	–	–	0.29%	53
2026 Q1	$296K	Hold	2,382	–	–	0.27%	52
2025 Q4	$286K	Sell	2,382 -45	-2%	-$5.38K	0.26%	54
2025 Q3	$288K	Sell	2,427 -250	-9%	-$28.8K	0.28%	54
2025 Q2	$293K	Hold	2,677	–	–	0.3%	48
2025 Q1	$280K	Hold	2,677	–	–	0.3%	45
2024 Q4	$308K	Buy	+2,677	New	+$320K	0.33%	47

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

Infinity Wealth Counsel's IJR Position: Q2 2026 in Review

Infinity Wealth Counsel held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,382 shares worth $353K. The position accounts for 0.29% of the portfolio, ranked #53.

Infinity Wealth Counsel first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Infinity Wealth Counsel held 2,382 shares of iShares Core S&P Small-Cap ETF worth $353K as of Q2 2026.
Infinity Wealth Counsel left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.29% of Infinity Wealth Counsel's portfolio in Q2 2026, its #53 holding.
Infinity Wealth Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.