JWM
IJR icon

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

JGP 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 		$771K Buy
5,196
+516
+11% +$70.8K 0.07% 125
2026
Q1 		$582K Sell
4,680
-10
-0.2% -$1.27K 0.06% 137
2025
Q4 		$564K Buy
4,690
+118
+3% +$14.1K 0.06% 139
2025
Q3 		$547K Hold
4,572
– – 0.06% 134
2025
Q2 		$500K Buy
4,572
+164
+4% +$17K 0.06% 136
2025
Q1 		$461K Sell
4,408
-863
-16% -$97.4K 0.06% 128
2024
Q4 		$607K Buy
5,271
+1,646
+45% +$197K 0.08% 120
2024
Q3 		$424K Buy
3,625
+668
+23% +$75.5K 0.05% 133
2024
Q2 		$315K Sell
2,957
-360
-11% -$38.5K 0.05% 146
2024
Q1 		$367K Buy
3,317
+238
+8% +$25.3K 0.05% 134
2023
Q4 		$333K Buy
3,079
+727
+31% +$70.1K 0.05% 138
2023
Q3 		$222K Buy
2,352
+191
+9% +$19.1K 0.04% 148
2023
Q2 		$215K Sell
2,161
-330
-13% -$31.4K 0.04% 147
2023
Q1 		$241K Buy
2,491
+366
+17% +$36.6K 0.04% 137
2022
Q4 		$201K Sell
2,125
-138
-6% -$13.2K 0.04% 143
2022
Q3 		$202K Buy
2,263
+3
+0.1% +$291 0.04% 142
2022
Q2 		$209K Hold
2,260
– – 0.04% 140
2022
Q1 		$236K Sell
2,260
-358
-14% -$38.6K 0.04% 150
2021
Q4 		$298K Buy
2,618
+664
+34% +$75.7K 0.06% 141
2021
Q3 		$213K Buy
+1,954
New +$215K 0.05% 148

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

JGP Wealth Management's IJR Position: Q2 2026 in Review

JGP Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, buying an estimated $70.8K and bringing the position to 5,196 shares worth $771K. The position accounts for 0.07% of the portfolio, ranked #125.

JGP Wealth Management first reported a position in IJR in Q3 2021 and has held it in 20 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • JGP Wealth Management held 5,196 shares of iShares Core S&P Small-Cap ETF worth $771K as of Q2 2026.
  • JGP Wealth Management bought 516 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $70.8K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of JGP Wealth Management's portfolio in Q2 2026, its #125 holding.
  • JGP Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.