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

Institute for 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 Q2	$2.28M	Buy	15,340 +1,474	+11%	+$202K	0.2%	100
2026 Q1	$1.72M	Buy	13,866 +2,800	+25%	+$356K	0.18%	124
2025 Q4	$1.33M	Buy	11,066 +1,730	+19%	+$207K	0.14%	154
2025 Q3	$1.11M	Buy	9,336 +2,641	+39%	+$304K	0.12%	180
2025 Q2	$732K	Buy	6,695 +3,920	+141%	+$405K	0.08%	246
2025 Q1	$290K	Sell	2,775 -49	-2%	-$5.53K	0.04%	421
2024 Q4	$325K	Buy	2,824 +29	+1%	+$3.46K	0.04%	381
2024 Q3	$327K	Buy	2,795 +440	+19%	+$49.7K	0.04%	396
2024 Q2	$251K	Buy	2,355 +360	+18%	+$38.5K	0.03%	427
2024 Q1	$220K	Sell	1,995 -12	-0.6%	-$1.27K	0.03%	464
2023 Q4	$217K	Buy	+2,007	New	+$193K	0.04%	445
2023 Q3	–	Sell	-2,099	Closed	-$209K	–	467
2023 Q2	$209K	Sell	2,099 -383	-15%	-$36.5K	0.04%	432
2023 Q1	$240K	Sell	2,482 -215	-8%	-$21.5K	0.05%	397
2022 Q4	$255K	Buy	2,697 +13	+0.5%	+$1.25K	0.05%	382
2022 Q3	$234K	Sell	2,684 -363	-12%	-$35.3K	0.05%	387
2022 Q2	$282K	Hold	3,047	–	–	0.06%	409
2022 Q1	$329K	Hold	3,047	–	–	0.05%	402
2021 Q4	$349K	Sell	3,047 -84	-3%	-$9.57K	0.06%	344
2021 Q3	$342K	Sell	3,131 -50	-2%	-$5.51K	0.06%	340
2021 Q2	$359K	Buy	3,181 +87	+3%	+$9.7K	0.06%	332
2021 Q1	$336K	Buy	+3,094	New	+$324K	0.06%	338
2020 Q1	–	Sell	-1,108	Closed	-$93K	–	523
2019 Q4	$93K	Buy	+1,108	New	+$89.1K	0.02%	479
2018 Q2	–	Sell	-11,871	Closed	-$928K	–	226
2018 Q1	$928K	Sell	11,871 -5,767	-33%	-$449K	0.27%	134
2017 Q4	$1.35M	Buy	+17,638	New	+$1.33M	0.31%	97
2017 Q3	–	Sell	-8,964	Closed	-$629K	–	313
2017 Q2	$629K	Buy	+8,964	New	+$621K	0.17%	185
2015 Q4	$270K	Buy	4,898 +110	+2%	+$6.2K	0.4%	30
2015 Q3	$255K	Buy	+4,788	New	+$272K	0.48%	27

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

Institute for Wealth Management's IJR Position: Q2 2026 in Review

Institute for Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, buying an estimated $202K and bringing the position to 15,340 shares worth $2.28M. The position accounts for 0.2% of the portfolio, ranked #100.

Institute for Wealth Management first reported a position in IJR in Q3 2015 and has held it in 27 quarters since. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Institute for Wealth Management held 15,340 shares of iShares Core S&P Small-Cap ETF worth $2.28M as of Q2 2026.
Institute for Wealth Management bought 1,474 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $202K.
iShares Core S&P Small-Cap ETF made up 0.2% of Institute for Wealth Management's portfolio in Q2 2026, its #100 holding.
Institute for Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2015 and has held it in 27 quarters since.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.