International Private Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

International Private Wealth Advisors’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	$1.75M	Buy	14,102 +293	+2%	+$37.2K	1.07%	28
2025 Q4	$1.66M	Sell	13,809 -36	-0.3%	-$4.3K	1.05%	29
2025 Q3	$1.65M	Buy	13,845 +33	+0.2%	+$3.79K	1.04%	25
2025 Q2	$1.51M	Sell	13,812 -442	-3%	-$45.7K	1.3%	18
2025 Q1	$1.49M	Buy	14,254 +593	+4%	+$66.9K	1.43%	17
2024 Q4	$1.57M	Buy	13,661 +3,921	+40%	+$468K	1.57%	12
2024 Q3	$1.14M	Buy	9,740 +191	+2%	+$21.6K	1.67%	12
2024 Q2	$1.02M	Buy	9,549 +119	+1%	+$12.7K	1.72%	10
2024 Q1	$1.04M	Sell	9,430 -22,960	-71%	-$2.44M	2.01%	6
2023 Q4	$3.51M	Buy	+32,390	New	+$3.12M	3.47%	7

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

International Private Wealth Advisors's IJR Position: Q1 2026 in Review

International Private Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q1 2026, buying an estimated $37.2K and bringing the position to 14,102 shares worth $1.75M. The position accounts for 1.07% of the portfolio, ranked #28.

International Private Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.51M in Q4 2023. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

International Private Wealth Advisors held 14,102 shares of iShares Core S&P Small-Cap ETF worth $1.75M as of Q1 2026.
International Private Wealth Advisors bought 293 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $37.2K.
iShares Core S&P Small-Cap ETF made up 1.07% of International Private Wealth Advisors's portfolio in Q1 2026, its #28 holding.
International Private Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
International Private Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.51M in Q4 2023.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.