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

Ironwood Wealth Management (West Virginia)’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 		$21.2M Sell
146,072
-8,579
-6% -$1.18M 8.98% 5
2026
Q1 		$20.2M Sell
154,651
-1,954
-1% -$248K 9.06% 5
2025
Q4 		$19.8M Sell
156,605
-6,776
-4% -$810K 8.88% 5
2025
Q3 		$18.7M Sell
163,381
-1,930
-1% -$222K 8.56% 5
2025
Q2 		$18.5M Sell
165,311
-1,074
-0.6% -$111K 8.75% 5
2025
Q1 		$15.7M Buy
166,385
+20,748
+14% +$2.34M 8.17% 5
2024
Q4 		$16.5M Sell
145,637
-769
-0.5% -$91.9K 8.13% 5
2024
Q3 		$17M Sell
146,406
-725
-0.5% -$81.9K 8.31% 5
2024
Q2 		$16.2M Buy
147,131
+2,365
+2% +$253K 8.21% 6
2024
Q1 		$15.4M Buy
144,766
+334
+0.2% +$35.5K 8.05% 6
2023
Q4 		$15.1M Buy
144,432
+8,321
+6% +$802K 8.26% 6
2023
Q3 		$12.5M Buy
136,111
+683
+0.5% +$68.2K 7.44% 6
2023
Q2 		$13.2M Buy
135,428
+1,017
+0.8% +$96.8K 7.68% 6
2023
Q1 		$12.7M Sell
134,411
-352
-0.3% -$35.2K 7.55% 6
2022
Q4 		$13.6M Buy
134,763
+417
+0.3% +$40K 7.95% 6
2022
Q3 		$12M Buy
134,346
+428
+0.3% +$41.6K 8.64% 5
2022
Q2 		$12.6M Buy
133,918
+1,670
+1% +$166K 8.62% 5
2022
Q1 		$14.3M Buy
132,248
+2,301
+2% +$248K 10.29% 4
2021
Q4 		$14.9M Buy
129,947
+403
+0.3% +$45.9K 10.41% 5
2021
Q3 		$14.1M Sell
129,544
-26,324
-17% -$2.9M 10.49% 5
2021
Q2 		$17.6M Sell
155,868
-3,696
-2% -$412K 12.63% 3
2021
Q1 		$17.3M Sell
159,564
-3,703
-2% -$388K 13.7% 1
2020
Q4 		$15M Buy
+163,267
New +$13.4M 13.51% 4

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Ironwood Wealth Management (West Virginia) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.5% in Q2 2026, selling an estimated $1.18M and leaving 146,072 shares worth $21.2M. The position accounts for 8.98% of the portfolio, ranked #5.

Ironwood Wealth Management (West Virginia) first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 146,072 shares of iShares Core S&P Small-Cap ETF worth $21.2M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) sold 8,579 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.18M.
  • iShares Core S&P Small-Cap ETF made up 8.98% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #5 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.