IWS
IJR icon

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

Insight Wealth Strategies’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 		$689K Sell
4,668
-9
-0.2% -$1.24K 0.07% 113
2026
Q1 		$581K Sell
4,677
-759
-14% -$96.4K 0.06% 124
2025
Q4 		$653K Sell
5,436
-535
-9% -$64K 0.07% 119
2025
Q3 		$710K Sell
5,971
-121
-2% -$13.9K 0.08% 114
2025
Q2 		$676K Sell
6,092
-275
-4% -$28.4K 0.09% 113
2025
Q1 		$666K Sell
6,367
-100,030
-94% -$11.3M 0.09% 112
2024
Q4 		$12.3M Buy
106,397
+72
+0.1% +$8.6K 1.64% 16
2024
Q3 		$12.4M Buy
106,325
+1,237
+1% +$140K 1.64% 16
2024
Q2 		$11.2M Buy
105,088
+4,678
+5% +$500K 1.59% 18
2024
Q1 		$11.1M Sell
100,410
-281
-0.3% -$29.8K 1.63% 17
2023
Q4 		$10.9M Sell
100,691
-2,181
-2% -$210K 1.76% 18
2023
Q3 		$9.7M Sell
102,872
-3,322
-3% -$332K 1.87% 16
2023
Q2 		$10.6M Sell
106,194
-601
-0.6% -$57.2K 2.03% 16
2023
Q1 		$10.3M Sell
106,795
-2,771
-3% -$277K 2.02% 15
2022
Q4 		$10.4M Sell
109,566
-9,695
-8% -$930K 2% 16
2022
Q3 		$11M Hold
119,261
– – 2.05% 16
2022
Q2 		$11M Sell
119,261
-8,685
-7% -$864K 2.05% 16
2022
Q1 		$13.8M Buy
127,946
+1,926
+2% +$208K 2.04% 17
2021
Q4 		$14.4M Sell
126,020
-14,914
-11% -$1.7M 2.06% 18
2021
Q3 		$15.4M Buy
140,934
+7,562
+6% +$833K 2.17% 18
2021
Q2 		$15.1M Sell
133,372
-4,573
-3% -$510K 2.14% 19
2021
Q1 		$15M Buy
137,945
+32,350
+31% +$3.39M 2.01% 19
2020
Q4 		$9.7M Sell
105,595
-57,186
-35% -$4.7M 1.65% 19
2020
Q3 		$11.4M Buy
162,781
+74,772
+85% +$5.36M 2.12% 18
2020
Q2 		$6.01M Buy
88,009
+5,064
+6% +$320K 1.34% 19
2020
Q1 		$4.65M Sell
82,945
-22,296
-21% -$1.66M 1.24% 19
2019
Q4 		$8.82M Buy
105,241
+6,850
+7% +$551K 1.87% 14
2019
Q3 		$7.66M Sell
98,391
-2,840
-3% -$220K 1.8% 14
2019
Q2 		$7.92M Sell
101,231
-95,795
-49% -$7.44M 1.94% 15
2019
Q1 		$15.2M Buy
197,026
+7,691
+4% +$591K 4.25% 7
2018
Q4 		$13.1M Buy
+189,335
New +$14.6M 4.02% 9

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Insight Wealth Strategies's IJR Position: Q2 2026 in Review

Insight Wealth Strategies reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.19% in Q2 2026, selling an estimated $1.24K and leaving 4,668 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #113.

Insight Wealth Strategies first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.4M in Q3 2021. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Insight Wealth Strategies held 4,668 shares of iShares Core S&P Small-Cap ETF worth $689K as of Q2 2026.
  • Insight Wealth Strategies sold 9 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Insight Wealth Strategies's portfolio in Q2 2026, its #113 holding.
  • Insight Wealth Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares Core S&P Small-Cap ETF position peaked at $15.4M in Q3 2021.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.