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

Inman Jager 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	$1.72M	Buy	13,798 +3,267	+31%	+$415K	1%	36
2025 Q4	$1.27M	Buy	10,531 +1,767	+20%	+$211K	0.77%	42
2025 Q3	$1.04M	Buy	8,764 +1,149	+15%	+$132K	0.67%	47
2025 Q2	$832K	Buy	7,615 +138	+2%	+$14.3K	0.56%	50
2025 Q1	$782K	Sell	7,477 -173	-2%	-$19.5K	0.59%	50
2024 Q4	$881K	Buy	+7,650	New	+$914K	0.69%	42

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

Inman Jager Wealth Management's IJR Position: Q1 2026 in Review

Inman Jager Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 31% in Q1 2026, buying an estimated $415K and bringing the position to 13,798 shares worth $1.72M. The position accounts for 1% of the portfolio, ranked #36.

Inman Jager Wealth Management first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Inman Jager Wealth Management held 13,798 shares of iShares Core S&P Small-Cap ETF worth $1.72M as of Q1 2026.
Inman Jager Wealth Management bought 3,267 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $415K.
iShares Core S&P Small-Cap ETF made up 1% of Inman Jager Wealth Management's portfolio in Q1 2026, its #36 holding.
Inman Jager Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.