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

Innovative Wealth Building’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	$3.28M	Buy	22,137 +43	+0.2%	+$5.9K	1.91%	12
2026 Q1	$2.75M	Sell	22,094 -21	-0.1%	-$2.67K	1.93%	11
2025 Q4	$2.66M	Buy	22,115 +313	+1%	+$37.4K	1.94%	11
2025 Q3	$2.59M	Sell	21,802 -3,745	-15%	-$431K	2.02%	12
2025 Q2	$2.79M	Sell	25,547 -1,304	-5%	-$135K	2.31%	12
2025 Q1	$2.81M	Sell	26,851 -687	-2%	-$77.5K	2.59%	13
2024 Q4	$3.17M	Buy	+27,538	New	+$3.29M	2.87%	11

Other funds holding IJR

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Innovative Wealth Building's IJR Position: Q2 2026 in Review

Innovative Wealth Building increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.19% in Q2 2026, buying an estimated $5.9K and bringing the position to 22,137 shares worth $3.28M. The position accounts for 1.91% of the portfolio, ranked #12.

Innovative Wealth Building first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Innovative Wealth Building held 22,137 shares of iShares Core S&P Small-Cap ETF worth $3.28M as of Q2 2026.
Innovative Wealth Building bought 43 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.9K.
iShares Core S&P Small-Cap ETF made up 1.91% of Innovative Wealth Building's portfolio in Q2 2026, its #12 holding.
Innovative Wealth Building first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.