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 Q3	$2.78M	Sell	20,440 -1,697	-8%	-$246K	1.54%	14
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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Innovative Wealth Building's IJR Position: Q3 2026 in Review

Innovative Wealth Building reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.7% in Q3 2026, selling an estimated $246K and leaving 20,440 shares worth $2.78M. The position accounts for 1.54% of the portfolio, ranked #14.

Innovative Wealth Building first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.28M in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Innovative Wealth Building held 20,440 shares of iShares Core S&P Small-Cap ETF worth $2.78M as of Q3 2026.
Innovative Wealth Building sold 1,697 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $246K.
iShares Core S&P Small-Cap ETF made up 1.54% of Innovative Wealth Building's portfolio in Q3 2026, its #14 holding.
Innovative Wealth Building first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's iShares Core S&P Small-Cap ETF position peaked at $3.28M in Q2 2026.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.