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Ironwood Wealth Management (Arizona)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$11.8M Sell
79,511
-8,737
-10% -$1.2M 2.61% 10
2026
Q1 		$11M Sell
88,248
-923
-1% -$117K 3.15% 8
2025
Q4 		$10.7M Buy
89,171
+682
+0.8% +$81.6K 3.15% 8
2025
Q3 		$10.5M Buy
88,489
+7,827
+10% +$900K 3.52% 8
2025
Q2 		$8.82M Sell
80,662
-37,547
-32% -$3.88M 3.22% 8
2025
Q1 		$12.4M Buy
118,209
+3,682
+3% +$415K 3.79% 8
2024
Q4 		$13.2M Buy
114,527
+7,395
+7% +$883K 4.09% 8
2024
Q3 		$12.5M Buy
107,132
+4,992
+5% +$564K 3.77% 8
2024
Q2 		$10.9M Sell
102,140
-3,157
-3% -$338K 3.56% 8
2024
Q1 		$11.6M Buy
105,297
+1,961
+2% +$208K 3.77% 8
2023
Q4 		$11.2M Buy
103,336
+15,424
+18% +$1.49M 3.73% 8
2023
Q3 		$8.29M Sell
87,912
-1,414
-2% -$141K 3.38% 9
2023
Q2 		$8.9M Buy
89,326
+9,329
+12% +$888K 3.31% 8
2023
Q1 		$7.74M Buy
79,997
+2,488
+3% +$249K 3.05% 8
2022
Q4 		$7.34M Sell
77,509
-45,131
-37% -$4.33M 3.06% 9
2022
Q3 		$11.3M Hold
122,640
– – 5.07% 7
2022
Q2 		$11.3M Buy
122,640
+18,140
+17% +$1.8M 5.07% 7
2022
Q1 		$11.3M Sell
104,500
-3,751
-3% -$405K 4.63% 6
2021
Q4 		$12.4M Buy
108,251
+949
+0.9% +$108K 5.41% 6
2021
Q3 		$11.7M Buy
107,302
+39,269
+58% +$4.32M 5.52% 5
2021
Q2 		$7.66M Sell
68,033
-10,188
-13% -$1.14M 4.42% 7
2021
Q1 		$8.49M Buy
78,221
+800
+1% +$83.7K 5.44% 6
2020
Q4 		$7.12M Buy
77,421
+4,406
+6% +$362K 4.42% 7
2020
Q3 		$4.99M Hold
73,015
– – 3.7% 8
2020
Q2 		$4.99M Buy
73,015
+3,437
+5% +$217K 3.7% 8
2020
Q1 		$3.9M Buy
69,578
+44,440
+177% +$3.31M 3.27% 8
2019
Q4 		$2.11M Buy
25,138
+2,572
+11% +$207K 1.47% 13
2019
Q3 		$1.76M Sell
22,566
-2,756
-11% -$213K 1.31% 14
2019
Q2 		$1.98M Sell
25,322
-2,979
-11% -$231K 1.52% 14
2019
Q1 		$2.18M Buy
28,301
+4,800
+20% +$369K 1.86% 14
2018
Q4 		$1.63M Sell
23,501
-161
-0.7% -$12.4K 1.57% 14
2018
Q3 		$2.06M Buy
23,662
+2,155
+10% +$189K 1.82% 14
2018
Q2 		$1.79M Buy
+21,507
New +$1.75M 1.68% 15
2017
Q3 		$781K Buy
+10,518
New +$737K 0.73% 19

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

Ironwood Wealth Management (Arizona)'s IJR Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.9% in Q2 2026, selling an estimated $1.2M and leaving 79,511 shares worth $11.8M. The position accounts for 2.61% of the portfolio, ranked #10.

Ironwood Wealth Management (Arizona) first reported a position in IJR in Q3 2017 and has held it in 34 quarters since. The position peaked at $13.2M in Q4 2024. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 79,511 shares of iShares Core S&P Small-Cap ETF worth $11.8M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 8,737 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.2M.
  • iShares Core S&P Small-Cap ETF made up 2.61% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #10 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and has held it in 34 quarters since.
  • Ironwood Wealth Management (Arizona)'s iShares Core S&P Small-Cap ETF position peaked at $13.2M in Q4 2024.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.